BAM
Bruderman Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-564
| Closed | -$62K | – | 150 |
|
|
2019
Q1 | $62K | Buy |
564
+1
| +0.2% | +$110 | 0.01% | 242 |
|
|
2018
Q4 | $54K | Buy |
563
+365
| +184% | +$35K | 0.01% | 232 |
|
|
2018
Q3 | $21K | Hold |
198
| – | – | ﹤0.01% | 251 |
|
|
2018
Q2 | $19K | Sell |
198
-344
| -63% | -$33K | ﹤0.01% | 270 |
|
|
2018
Q1 | $51K | Buy |
+542
| New | +$51K | 0.01% | 195 |
|
|
2017
Q3 | – | Sell |
-562
| Closed | -$47K | – | 136 |
|
|
2017
Q2 | $47K | Buy |
+562
| New | +$47K | 0.01% | 213 |
|
|
2017
Q1 | – | Sell |
-644
| Closed | -$48K | – | 131 |
|
|
2016
Q4 | $48K | Hold |
644
| – | – | 0.01% | 201 |
|
|
2016
Q3 | $41K | Hold |
644
| – | – | 0.01% | 218 |
|
|
2016
Q2 | $39K | Hold |
644
| – | – | 0.01% | 219 |
|
|
2016
Q1 | $40K | Hold |
644
| – | – | 0.01% | 215 |
|
|
2015
Q4 | $45K | Buy |
644
+1
| +0.2% | +$70 | 0.02% | 212 |
|
|
2015
Q3 | $48K | Hold |
643
| – | – | 0.02% | 213 |
|
|
2015
Q2 | $50K | Hold |
643
| – | – | 0.02% | 218 |
|
|
2015
Q1 | $50K | Buy |
+643
| New | +$50K | 0.02% | 211 |
|