Ayalon Insurance Company’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-20,155
| Closed | -$1.23M | – | 90 |
|
|
2016
Q1 | $1.23M | Buy |
20,155
+5,655
| +39% | +$345K | 1.03% | 20 |
|
|
2015
Q4 | $1.01M | Hold |
14,500
| – | – | 0.85% | 28 |
|
|
2015
Q3 | $1.11M | Buy |
14,500
+2,245
| +18% | +$172K | 0.92% | 24 |
|
|
2015
Q2 | $965K | Hold |
12,255
| – | – | 0.69% | 31 |
|
|
2015
Q1 | $957K | Buy |
+12,255
| New | +$957K | 0.58% | 39 |
|