DFIM
Detwiler Fenton Investment Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-43,480
| Closed | -$3.81M | – | 73 |
|
|
2014
Q3 | $3.81M | Buy |
43,480
+432
| +1% | +$37.8K | 3.63% | 12 |
|
|
2014
Q2 | $4.08M | Sell |
43,048
-1,016
| -2% | -$96.4K | 3.3% | 7 |
|
|
2014
Q1 | $3.97M | Buy |
44,064
+621
| +1% | +$55.9K | 3.42% | 6 |
|
|
2013
Q4 | $3.94M | Sell |
43,443
-75
| -0.2% | -$6.81K | 3.54% | 2 |
|
|
2013
Q3 | $3.29M | Sell |
43,518
-566
| -1% | -$42.8K | 2.92% | 2 |
|
|
2013
Q2 | $3.3M | Buy |
+44,084
| New | +$3.3M | 3.35% | 2 |
|