Bender Robert & Associates’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-11,858
| Closed | -$212K | – | 57 |
|
|
2014
Q4 | $212K | Buy |
+11,858
| New | +$212K | 0.14% | 54 |
|
|
2014
Q3 | – | Sell |
-2,180
| Closed | -$207K | – | 57 |
|
|
2014
Q2 | $207K | Buy |
+2,180
| New | +$207K | 0.15% | 56 |
|
|
2014
Q1 | – | Sell |
-2,205
| Closed | -$200K | – | 59 |
|
|
2013
Q4 | $200K | Buy |
+2,205
| New | +$200K | 0.15% | 56 |
|