Bolton LP’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Hold |
0
| – | – | – | 30 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 50 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 69 |
|
|
2014
Q2 | – | Sell |
-6,770
| Closed | -$610K | – | 62 |
|
|
2014
Q1 | $610K | Buy |
6,770
+5,278
| +354% | +$476K | 0.14% | 53 |
|
|
2013
Q4 | $135K | Buy |
+1,492
| New | +$135K | 0.03% | 108 |
|