Croft-Leominster’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-85,255
| Closed | -$5.18M | – | 135 |
|
|
2016
Q2 | $5.18M | Sell |
85,255
-16,260
| -16% | -$988K | 1.16% | 30 |
|
|
2016
Q1 | $6.23M | Buy |
101,515
+12,293
| +14% | +$755K | 1.41% | 21 |
|
|
2015
Q4 | $6.21M | Sell |
89,222
-2,683
| -3% | -$187K | 1.34% | 26 |
|
|
2015
Q3 | $6.81M | Sell |
91,905
-4,024
| -4% | -$298K | 1.57% | 20 |
|
|
2015
Q2 | $7.46M | Buy |
95,929
+9,033
| +10% | +$702K | 1.44% | 25 |
|
|
2015
Q1 | $6.79M | Buy |
+86,896
| New | +$6.79M | 1.25% | 28 |
|