ACI
Advance Capital I’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $263K | Buy |
+4,100
| New | +$263K | 0.53% | 76 |
|
|
2016
Q2 | – | Sell |
-6,600
| Closed | -$405K | – | 151 |
|
|
2016
Q1 | $405K | Buy |
+6,600
| New | +$405K | 0.42% | 96 |
|
|
2015
Q3 | – | Sell |
-11,300
| Closed | -$878K | – | 191 |
|
|
2015
Q2 | $878K | Buy |
+11,300
| New | +$878K | 0.58% | 42 |
|
|
2014
Q1 | – | Sell |
-19,250
| Closed | -$1.75M | – | 176 |
|
|
2013
Q4 | $1.75M | Buy |
19,250
+8,250
| +75% | +$749K | 0.83% | 7 |
|
|
2013
Q3 | $831K | Sell |
11,000
-1,500
| -12% | -$113K | 0.42% | 56 |
|
|
2013
Q2 | $935K | Buy |
+12,500
| New | +$935K | 0.46% | 51 |
|