Apriem Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-300
| Closed | -$18K | – | 589 |
|
|
2016
Q2 | $18K | Buy |
300
+258
| +614% | +$15.5K | 0.01% | 354 |
|
|
2016
Q1 | $3K | Sell |
42
-43,181
| -100% | -$3.08M | ﹤0.01% | 493 |
|
|
2015
Q4 | $3.01M | Sell |
43,223
-3,927
| -8% | -$273K | 1.07% | 31 |
|
|
2015
Q3 | $3.5M | Buy |
47,150
+1,261
| +3% | +$93.5K | 1.29% | 26 |
|
|
2015
Q2 | $3.57M | Buy |
45,889
+2,075
| +5% | +$161K | 1.22% | 29 |
|
|
2015
Q1 | $3.42M | Buy |
43,814
+1,770
| +4% | +$138K | 1.19% | 29 |
|
|
2014
Q4 | $3.91M | Buy |
42,044
+10,825
| +35% | +$1.01M | 1.44% | 27 |
|
|
2014
Q3 | $2.73M | Buy |
+31,219
| New | +$2.73M | 1.04% | 37 |
|