Northstar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,110
| Closed | -$200K | – | 146 |
|
|
2020
Q2 | $200K | Buy |
+2,110
| New | +$200K | 0.08% | 175 |
|
|
2020
Q1 | – | Sell |
-2,130
| Closed | -$265K | – | 163 |
|
|
2019
Q4 | $265K | Sell |
2,130
-20
| -0.9% | -$2.49K | 0.11% | 156 |
|
|
2019
Q3 | $254K | Hold |
2,150
| – | – | 0.11% | 154 |
|
|
2019
Q2 | $265K | Sell |
2,150
-1,172
| -35% | -$144K | 0.12% | 154 |
|
|
2019
Q1 | $363K | Buy |
3,322
+4
| +0.1% | +$437 | 0.17% | 125 |
|
|
2018
Q4 | $316K | Buy |
3,318
+4
| +0.1% | +$381 | 0.17% | 130 |
|
|
2018
Q3 | $352K | Buy |
3,314
+61
| +2% | +$6.48K | 0.17% | 124 |
|
|
2018
Q2 | $318K | Buy |
3,253
+4
| +0.1% | +$391 | 0.16% | 143 |
|
|
2018
Q1 | $303K | Buy |
3,249
+29
| +0.9% | +$2.71K | 0.15% | 151 |
|
|
2017
Q4 | $323K | Buy |
+3,220
| New | +$323K | 0.29% | 94 |
|