PPW
Pasadena Private Wealth’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,053
| Closed | -$206K | – | 76 |
|
|
2020
Q3 | $206K | Hold |
2,053
| – | – | 0.08% | 67 |
|
|
2020
Q2 | $195K | Buy |
+2,053
| New | +$195K | 0.07% | 62 |
|
|
2020
Q1 | – | Sell |
-2,018
| Closed | -$251K | – | 72 |
|
|
2019
Q4 | $251K | Hold |
2,018
| – | – | 0.11% | 53 |
|
|
2019
Q3 | $239K | Buy |
+2,018
| New | +$239K | 0.11% | 49 |
|