Kiley Juergens Wealth Management’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,547
Closed -$164K 89
2018
Q3
$164K Buy
1,547
+34
+2% +$3.6K 0.12% 115
2018
Q2
$148K Buy
+1,513
New +$148K 0.13% 102
2018
Q1
Sell
-1,332
Closed -$132K 128
2017
Q4
$132K Buy
+1,332
New +$132K 0.12% 105