TPWA
TRUE Private Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-669
| Closed | -$80K | – | 270 |
|
|
2020
Q4 | $80K | Hold |
669
| – | – | 0.01% | 301 |
|
|
2020
Q3 | $67K | Hold |
669
| – | – | 0.01% | 294 |
|
|
2020
Q2 | $63K | Hold |
669
| – | – | 0.01% | 294 |
|
|
2020
Q1 | $57K | Sell |
669
-3,416
| -84% | -$291K | 0.01% | 270 |
|
|
2019
Q4 | $508K | Sell |
4,085
-72
| -2% | -$8.95K | 0.08% | 133 |
|
|
2019
Q3 | $491K | Hold |
4,157
| – | – | 0.08% | 127 |
|
|
2019
Q2 | $513K | Buy |
4,157
+66
| +2% | +$8.15K | 0.09% | 117 |
|
|
2019
Q1 | $447K | Sell |
4,091
-587
| -13% | -$64.1K | 0.09% | 116 |
|
|
2018
Q4 | $445K | Buy |
4,678
+7
| +0.1% | +$666 | 0.08% | 147 |
|
|
2018
Q3 | $497K | Sell |
4,671
-28
| -0.6% | -$2.98K | 0.07% | 165 |
|
|
2018
Q2 | $460K | Sell |
4,699
-105
| -2% | -$10.3K | 0.07% | 171 |
|
|
2018
Q1 | $448K | Buy |
4,804
+865
| +22% | +$80.7K | 0.08% | 146 |
|
|
2017
Q4 | $391K | Buy |
3,939
+63
| +2% | +$6.25K | 0.07% | 155 |
|
|
2017
Q3 | $350K | Buy |
3,876
+32
| +0.8% | +$2.89K | 0.08% | 108 |
|
|
2017
Q2 | $323K | Buy |
3,844
+340
| +10% | +$28.6K | 0.07% | 106 |
|
|
2017
Q1 | $272K | Sell |
3,504
-463
| -12% | -$35.9K | 0.06% | 117 |
|
|
2016
Q4 | $304K | Buy |
3,967
+463
| +13% | +$35.5K | 0.07% | 108 |
|
|
2016
Q3 | $211K | Sell |
3,504
-557
| -14% | -$33.5K | 0.07% | 134 |
|
|
2016
Q2 | $246K | Buy |
4,061
+69
| +2% | +$4.18K | 0.08% | 119 |
|
|
2016
Q1 | $245K | Buy |
+3,992
| New | +$245K | 0.1% | 103 |
|