Nicola 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
2021 Q1	–	Sell	-25,400	Closed	-$3.07M	–	113
2020 Q4	$3.07M	Sell	25,400 -122,000	-83%	-$14.8M	0.38%	79
2020 Q3	$14.8M	Buy	147,400 +21,000	+17%	+$2.11M	2.1%	7
2020 Q2	$12M	Buy	+126,400	New	+$12M	1.67%	18