Daiwa SB Investments’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $83K | Buy |
+760
| New | +$83K | 0.02% | 158 |
|
|
2015
Q4 | – | Sell |
-2,450
| Closed | -$182K | – | 134 |
|
|
2015
Q3 | $182K | Sell |
2,450
-2,264
| -48% | -$168K | 0.04% | 134 |
|
|
2015
Q2 | $366K | Sell |
4,714
-15,737
| -77% | -$1.22M | 0.07% | 140 |
|
|
2015
Q1 | $1.6M | Sell |
20,451
-797
| -4% | -$62.3K | 0.29% | 81 |
|
|
2014
Q4 | $1.98M | Sell |
21,248
-712
| -3% | -$66.2K | 0.32% | 63 |
|
|
2014
Q3 | $1.92M | Buy |
21,960
+550
| +3% | +$48.1K | 0.24% | 91 |
|
|
2014
Q2 | $2.03M | Buy |
21,410
+210
| +1% | +$19.9K | 0.26% | 93 |
|
|
2014
Q1 | $1.91M | Sell |
21,200
-2,298
| -10% | -$207K | 0.23% | 89 |
|
|
2013
Q4 | $2.13M | Sell |
23,498
-690
| -3% | -$62.6K | 0.24% | 66 |
|
|
2013
Q3 | $1.83M | Sell |
24,188
-520
| -2% | -$39.3K | 0.21% | 79 |
|
|
2013
Q2 | $1.85M | Buy |
+24,708
| New | +$1.85M | 0.31% | 73 |
|