SWM
Selective Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-250
| Closed | -$35K | – | 758 |
|
|
2022
Q2 | $35K | Hold |
250
| – | – | 0.01% | 375 |
|
|
2022
Q1 | $47K | Buy |
+250
| New | +$47K | 0.02% | 310 |
|
|
2020
Q3 | – | Sell |
-71
| Closed | -$7K | – | 317 |
|
|
2020
Q2 | $7K | Hold |
71
| – | – | 0.01% | 257 |
|
|
2020
Q1 | $6K | Hold |
71
| – | – | 0.01% | 183 |
|
|
2019
Q4 | $9K | Hold |
71
| – | – | 0.01% | 164 |
|
|
2019
Q3 | $8K | Buy |
+71
| New | +$8K | 0.01% | 180 |
|