MPS Loria Financial Planners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-262
| Closed | -$37K | – | 138 |
|
|
2021
Q1 | $37K | Hold |
262
| – | – | 0.02% | 187 |
|
|
2020
Q4 | $31K | Buy |
262
+62
| +31% | +$7.34K | 0.01% | 196 |
|
|
2020
Q3 | $20K | Hold |
200
| – | – | 0.01% | 198 |
|
|
2020
Q2 | $19K | Buy |
+200
| New | +$19K | 0.01% | 204 |
|
|
2017
Q3 | – | Sell |
-205
| Closed | -$18K | – | 100 |
|
|
2017
Q2 | $18K | Buy |
+205
| New | +$18K | 0.01% | 235 |
|