BC
Banced Corp’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-8,616
| Closed | -$639K | – | 98 |
|
|
2016
Q2 | $639K | Buy |
+8,616
| New | +$639K | 1.2% | 27 |
|
|
2016
Q1 | – | Sell |
-10,248
| Closed | -$713K | – | 103 |
|
|
2015
Q4 | $713K | Buy |
10,248
+1,632
| +19% | +$114K | 1.27% | 27 |
|
|
2015
Q3 | $639K | Sell |
8,616
-52
| -0.6% | -$3.86K | 1.18% | 27 |
|
|
2015
Q2 | $674K | Buy |
8,668
+577
| +7% | +$44.9K | 0.92% | 30 |
|
|
2015
Q1 | $632K | Sell |
8,091
-1,405
| -15% | -$110K | 0.89% | 30 |
|
|
2014
Q4 | $883K | Sell |
9,496
-3,173
| -25% | -$295K | 0.96% | 24 |
|
|
2014
Q3 | $1.11M | Buy |
12,669
+1,245
| +11% | +$109K | 1.28% | 9 |
|
|
2014
Q2 | $1.08M | Sell |
11,424
-3,318
| -23% | -$315K | 1.31% | 7 |
|
|
2014
Q1 | $1.33M | Sell |
14,742
-43
| -0.3% | -$3.87K | 1.38% | 5 |
|
|
2013
Q4 | $1.34M | Buy |
14,785
+1,200
| +9% | +$109K | 1.35% | 9 |
|
|
2013
Q3 | $1.03M | Sell |
13,585
-724
| -5% | -$54.7K | 1.03% | 22 |
|
|
2013
Q2 | $1.07M | Buy |
+14,309
| New | +$1.07M | 1.1% | 19 |
|