Private Vista’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,229
| Closed | -$278K | – | 140 |
|
|
2019
Q4 | $278K | Sell |
2,229
-299
| -12% | -$37.3K | 0.07% | 116 |
|
|
2019
Q3 | $299K | Buy |
2,528
+300
| +13% | +$35.5K | 0.08% | 111 |
|
|
2019
Q2 | $276K | Buy |
2,228
+175
| +9% | +$21.7K | 0.07% | 125 |
|
|
2019
Q1 | $224K | Sell |
2,053
-135
| -6% | -$14.7K | 0.06% | 135 |
|
|
2018
Q4 | $208K | Hold |
2,188
| – | – | 0.05% | 140 |
|
|
2018
Q3 | $233K | Hold |
2,188
| – | – | 0.05% | 136 |
|
|
2018
Q2 | $214K | Sell |
2,188
-22
| -1% | -$2.15K | 0.05% | 141 |
|
|
2018
Q1 | $206K | Buy |
+2,210
| New | +$206K | 0.06% | 131 |
|