MYCIO Wealth Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,282
| Closed | -$212K | – | 42 |
|
|
2021
Q2 | $212K | Buy |
+1,282
| New | +$212K | 0.09% | 36 |
|
|
2020
Q1 | – | Sell |
-3,757
| Closed | -$468K | – | 55 |
|
|
2019
Q4 | $468K | Sell |
3,757
-505
| -12% | -$62.9K | 0.03% | 202 |
|
|
2019
Q3 | $504K | Buy |
4,262
+123
| +3% | +$14.5K | 0.04% | 180 |
|
|
2019
Q2 | $511K | Sell |
4,139
-741
| -15% | -$91.5K | 0.04% | 165 |
|
|
2019
Q1 | $533K | Buy |
4,880
+752
| +18% | +$82.1K | 0.04% | 156 |
|
|
2018
Q4 | $394K | Buy |
4,128
+51
| +1% | +$4.87K | 0.04% | 174 |
|
|
2018
Q3 | $434K | Hold |
4,077
| – | – | 0.04% | 170 |
|
|
2018
Q2 | $400K | Buy |
4,077
+660
| +19% | +$64.8K | 0.04% | 177 |
|
|
2018
Q1 | $319K | Sell |
3,417
-81
| -2% | -$7.56K | 0.04% | 177 |
|
|
2017
Q4 | $347K | Sell |
3,498
-204
| -6% | -$20.2K | 0.04% | 176 |
|
|
2017
Q3 | $335K | Sell |
3,702
-117
| -3% | -$10.6K | 0.04% | 176 |
|
|
2017
Q2 | $322K | Sell |
3,819
-641
| -14% | -$54K | 0.04% | 168 |
|
|
2017
Q1 | $353K | Buy |
4,460
+679
| +18% | +$53.7K | 0.04% | 159 |
|
|
2016
Q4 | $280K | Buy |
3,781
+2,308
| +157% | +$171K | 0.04% | 167 |
|
|
2016
Q3 | $94K | Sell |
1,473
-165
| -10% | -$10.5K | 0.02% | 269 |
|
|
2016
Q2 | $100K | Buy |
1,638
+65
| +4% | +$3.97K | 0.02% | 263 |
|
|
2016
Q1 | $97K | Buy |
1,573
+100
| +7% | +$6.17K | 0.02% | 243 |
|
|
2015
Q4 | $102K | Sell |
1,473
-27
| -2% | -$1.87K | 0.02% | 220 |
|
|
2015
Q3 | $111K | Sell |
1,500
-14
| -0.9% | -$1.04K | 0.02% | 188 |
|
|
2015
Q2 | $118K | Buy |
1,514
+41
| +3% | +$3.2K | 0.02% | 191 |
|
|
2015
Q1 | $115K | Buy |
1,473
+100
| +7% | +$7.81K | 0.02% | 195 |
|
|
2014
Q4 | $128K | Hold |
1,373
| – | – | 0.03% | 175 |
|
|
2014
Q3 | $120K | Buy |
1,373
+600
| +78% | +$52.4K | 0.03% | 174 |
|
|
2014
Q2 | $73K | Hold |
773
| – | – | 0.02% | 229 |
|
|
2014
Q1 | $70K | Hold |
773
| – | – | 0.02% | 226 |
|
|
2013
Q4 | $70K | Hold |
773
| – | – | 0.02% | 219 |
|
|
2013
Q3 | $58K | Hold |
773
| – | – | 0.02% | 219 |
|
|
2013
Q2 | $58K | Buy |
+773
| New | +$58K | 0.02% | 215 |
|