CT Financial Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $28.4K | Hold |
359
| – | – | 0.02% | 320 |
|
|
2016
Q4 | $26.6K | Hold |
359
| – | – | 0.02% | 326 |
|
|
2016
Q3 | $23K | Hold |
359
| – | – | 0.01% | 338 |
|
|
2016
Q2 | $21.8K | Buy |
359
+159
| +80% | +$9.66K | 0.01% | 342 |
|
|
2016
Q1 | $12.3K | Hold |
200
| – | – | 0.01% | 423 |
|
|
2015
Q4 | $13.9K | Hold |
200
| – | – | 0.01% | 418 |
|
|
2015
Q3 | $14.8K | Hold |
200
| – | – | 0.01% | 411 |
|
|
2015
Q2 | $15.5K | Hold |
200
| – | – | 0.01% | 420 |
|
|
2015
Q1 | $15.6K | Hold |
200
| – | – | 0.01% | 417 |
|
|
2014
Q4 | $18.6K | Buy |
+200
| New | +$18.6K | 0.01% | 323 |
|
|
2014
Q1 | $15.6K | Buy |
+200
| New | +$15.6K | 0.01% | 417 |
|