Taylor Wealth Management Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-100
| Closed | -$10K | – | 54 |
|
|
2018
Q4 | $10K | Hold |
100
| – | – | 0.01% | 86 |
|
|
2018
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 97 |
|
|
2018
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 108 |
|
|
2018
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 106 |
|
|
2017
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 128 |
|
|
2017
Q3 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 137 |
|
|
2017
Q2 | – | Sell |
-100
| Closed | -$8K | – | 161 |
|
|
2017
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 137 |
|
|
2016
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 142 |
|
|
2016
Q3 | $6K | Sell |
100
-1,050
| -91% | -$63K | ﹤0.01% | 133 |
|
|
2016
Q2 | $70K | Hold |
1,150
| – | – | 0.03% | 79 |
|
|
2016
Q1 | $71K | Hold |
1,150
| – | – | 0.03% | 74 |
|
|
2015
Q4 | $80K | Hold |
1,150
| – | – | 0.03% | 68 |
|
|
2015
Q3 | $85K | Hold |
1,150
| – | – | 0.04% | 58 |
|
|
2015
Q2 | $89K | Hold |
1,150
| – | – | 0.03% | 73 |
|
|
2015
Q1 | $90K | Buy |
+1,150
| New | +$90K | 0.03% | 62 |
|