Partnervest Advisory Services’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 | $203K | Buy |
+2,028
| New | +$203K | 0.06% | 228 |
|
|
2020
Q1 | – | Sell |
-1,802
| Closed | -$224K | – | 203 |
|
|
2019
Q4 | $224K | Sell |
1,802
-932
| -34% | -$116K | 0.08% | 196 |
|
|
2019
Q3 | $323K | Buy |
2,734
+383
| +16% | +$45.2K | 0.12% | 156 |
|
|
2019
Q2 | $290K | Sell |
2,351
-44
| -2% | -$5.43K | 0.11% | 148 |
|
|
2019
Q1 | $262K | Buy |
2,395
+57
| +2% | +$6.24K | 0.11% | 172 |
|
|
2018
Q4 | $223K | Sell |
2,338
-195
| -8% | -$18.6K | 0.11% | 172 |
|
|
2018
Q3 | $270K | Sell |
2,533
-134
| -5% | -$14.3K | 0.11% | 173 |
|
|
2018
Q2 | $261K | Buy |
2,667
+150
| +6% | +$14.7K | 0.12% | 161 |
|
|
2018
Q1 | $235K | Sell |
2,517
-4
| -0.2% | -$373 | 0.11% | 165 |
|
|
2017
Q4 | $250K | Sell |
2,521
-14
| -0.6% | -$1.39K | 0.12% | 155 |
|
|
2017
Q3 | $229K | Sell |
2,535
-62
| -2% | -$5.6K | 0.11% | 164 |
|
|
2017
Q2 | $219K | Sell |
2,597
-144
| -5% | -$12.1K | 0.1% | 178 |
|
|
2017
Q1 | $217K | Hold |
2,741
| – | – | 0.1% | 178 |
|
|
2016
Q4 | $203K | Buy |
+2,741
| New | +$203K | 0.09% | 191 |
|
|
2014
Q3 | – | Sell |
-844
| Closed | -$80K | – | 201 |
|
|
2014
Q2 | $80K | Hold |
844
| – | – | 0.04% | 279 |
|
|
2014
Q1 | $76K | Buy |
844
+14
| +2% | +$1.26K | 0.03% | 265 |
|
|
2013
Q4 | $75K | Sell |
830
-393
| -32% | -$35.5K | 0.03% | 250 |
|
|
2013
Q3 | $92K | Sell |
1,223
-198
| -14% | -$14.9K | 0.05% | 202 |
|
|
2013
Q2 | $106K | Buy |
+1,421
| New | +$106K | 0.05% | 149 |
|