Quilter Investors’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-73,294
Closed -$9.05M 6
2019
Q2
$9.05M Sell
73,294
-3,393
-4% -$419K 8.7% 4
2019
Q1
$8.38M Sell
76,687
-108
-0.1% -$11.8K 5.34% 7
2018
Q4
$7.32M Buy
+76,795
New +$7.32M 4.94% 9