Squar Milner Financial Services’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,585
| Closed | -$341K | – | 19 |
|
|
2020
Q2 | $341K | Buy |
3,585
+1,861
| +108% | +$177K | 0.19% | 131 |
|
|
2020
Q1 | $147K | Buy |
1,724
+1,126
| +188% | +$96K | 0.09% | 204 |
|
|
2019
Q4 | $74K | Buy |
+598
| New | +$74K | 0.04% | 378 |
|
|
2019
Q3 | – | Sell |
-500
| Closed | -$62K | – | 255 |
|
|
2019
Q2 | $62K | Sell |
500
-224
| -31% | -$27.8K | 0.04% | 323 |
|
|
2019
Q1 | $79K | Hold |
724
| – | – | 0.06% | 277 |
|
|
2018
Q4 | $69K | Buy |
724
+224
| +45% | +$21.3K | 0.07% | 257 |
|
|
2018
Q3 | $53K | Sell |
500
-450
| -47% | -$47.7K | 0.05% | 294 |
|
|
2018
Q2 | $93K | Buy |
+950
| New | +$93K | 0.08% | 257 |
|