WealthStone’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 | $380K | Buy |
2,690
+177
| +7% | +$25K | 0.13% | 120 |
|
|
2020
Q4 | $304K | Sell |
2,513
-94
| -4% | -$11.4K | 0.11% | 129 |
|
|
2020
Q3 | $261K | Sell |
2,607
-3,692
| -59% | -$370K | 0.12% | 120 |
|
|
2020
Q2 | $600K | Buy |
+6,299
| New | +$600K | 0.29% | 48 |
|
|
2019
Q3 | – | Sell |
-128
| Closed | -$15.8K | – | 98 |
|
|
2019
Q2 | $15.8K | Buy |
+128
| New | +$15.8K | 0.01% | 227 |
|