Swaine & Leidel Wealth Services’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-16,769	Closed	-$2.03M	–	69
2020 Q4	$2.03M	Buy	16,769 +1,619	+11%	+$196K	1.47%	37
2020 Q3	$1.52M	Buy	+15,150	New	+$1.52M	1.48%	32