DPA
Delphi Private Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-95
| Closed | -$7K | – | 113 |
|
|
2016
Q4 | $7K | Sell |
95
-64
| -40% | -$4.72K | 0.01% | 117 |
|
|
2016
Q3 | $10K | Buy |
159
+17
| +12% | +$1.07K | 0.02% | 107 |
|
|
2016
Q2 | $9K | Sell |
142
-2
| -1% | -$127 | 0.02% | 145 |
|
|
2016
Q1 | $9K | Sell |
144
-12
| -8% | -$750 | 0.02% | 150 |
|
|
2015
Q4 | $11K | Buy |
+156
| New | +$11K | 0.02% | 145 |
|