CWA
Constellation Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-4,801
| Closed | -$432K | – | 198 |
|
|
2014
Q1 | $432K | Sell |
4,801
-330
| -6% | -$29.7K | 0.04% | 151 |
|
|
2013
Q4 | $465K | Sell |
5,131
-200
| -4% | -$18.1K | 0.04% | 154 |
|
|
2013
Q3 | $403K | Buy |
5,331
+500
| +10% | +$37.8K | 0.05% | 153 |
|
|
2013
Q2 | $361K | Buy |
+4,831
| New | +$361K | 0.04% | 155 |
|