New England Guild Wealth Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,449
| Closed | -$296K | – | 70 |
|
|
2020
Q4 | $296K | Hold |
2,449
| – | – | 0.18% | 47 |
|
|
2020
Q3 | $246K | Sell |
2,449
-450
| -16% | -$45.2K | 0.17% | 44 |
|
|
2020
Q2 | $276K | Buy |
2,899
+450
| +18% | +$42.8K | 0.2% | 44 |
|
|
2020
Q1 | $210K | Hold |
2,449
| – | – | 0.19% | 47 |
|
|
2019
Q4 | $305K | Hold |
2,449
| – | – | 0.22% | 48 |
|
|
2019
Q3 | $290K | Hold |
2,449
| – | – | 0.21% | 47 |
|
|
2019
Q2 | $302K | Hold |
2,449
| – | – | 0.22% | 46 |
|
|
2019
Q1 | $268K | Hold |
2,449
| – | – | 0.2% | 46 |
|
|
2018
Q4 | $233K | Hold |
2,449
| – | – | 0.2% | 46 |
|
|
2018
Q3 | $261K | Hold |
2,449
| – | – | 0.24% | 48 |
|
|
2018
Q2 | $240K | Hold |
2,449
| – | – | 0.22% | 49 |
|
|
2018
Q1 | $228K | Hold |
2,449
| – | – | 0.22% | 48 |
|
|
2017
Q4 | $243K | Buy |
+2,449
| New | +$243K | 0.23% | 48 |
|