Sterling Financial Planning’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-180
Closed -$30K 123
2021
Q3
$30K Hold
180
0.02% 228
2021
Q2
$30K Hold
180
0.02% 217
2021
Q1
$25K Hold
180
0.02% 211
2020
Q4
$22K Buy
+180
New +$22K 0.02% 210