River Wealth Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,346
| Closed | -$132K | – | 574 |
|
|
2018
Q2 | $132K | Buy |
+1,346
| New | +$132K | 0.05% | 183 |
|
|
2016
Q2 | – | Sell |
-3,478
| Closed | -$214K | – | 152 |
|
|
2016
Q1 | $214K | Sell |
3,478
-532
| -13% | -$32.7K | 0.13% | 142 |
|
|
2015
Q4 | $279K | Sell |
4,010
-3,488
| -47% | -$243K | 0.18% | 132 |
|
|
2015
Q3 | $556K | Sell |
7,498
-211
| -3% | -$15.6K | 0.38% | 87 |
|
|
2015
Q2 | $599K | Sell |
7,709
-39
| -0.5% | -$3.03K | 0.38% | 89 |
|
|
2015
Q1 | $605K | Buy |
+7,748
| New | +$605K | 0.37% | 91 |
|