SWM
Sculati Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,280
| Closed | -$276K | – | 115 |
|
|
2020
Q4 | $276K | Sell |
2,280
-325
| -12% | -$39.3K | 0.18% | 88 |
|
|
2020
Q3 | $261K | Sell |
2,605
-500
| -16% | -$50.1K | 0.2% | 90 |
|
|
2020
Q2 | $296K | Hold |
3,105
| – | – | 0.25% | 74 |
|
|
2020
Q1 | $266K | Sell |
3,105
-115
| -4% | -$9.85K | 0.29% | 71 |
|
|
2019
Q4 | $401K | Buy |
+3,220
| New | +$401K | 0.36% | 68 |
|