TIAA Kaspick’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $2.73M | Sell |
16,315
-175
| -1% | -$29.3K | 11.3% | 4 |
|
2021
Q2 | $2.73M | Sell |
16,490
-200
| -1% | -$33.1K | 10.11% | 4 |
|
2021
Q1 | $2.36M | Sell |
16,690
-250
| -1% | -$35.4K | 11.12% | 4 |
|
2020
Q4 | $2.05M | Sell |
16,940
-250
| -1% | -$30.2K | 10.02% | 4 |
|
2020
Q3 | $1.72M | Sell |
17,190
-250
| -1% | -$25.1K | 9.9% | 4 |
|
2020
Q2 | $1.66M | Sell |
17,440
-450
| -3% | -$42.8K | 1.59% | 10 |
|
2020
Q1 | $1.53M | Buy |
+17,890
| New | +$1.53M | 0.89% | 12 |
|