Dialectic Capital Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Hold |
0
| – | – | – | 64 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 77 |
|
|
2014
Q2 | – | Sell |
-20,000
| Closed | -$1.8M | – | 116 |
|
|
2014
Q1 | $1.8M | Buy |
20,000
+1,323
| +7% | +$119K | 0.6% | 22 |
|
|
2013
Q4 | $1.69M | Sell |
18,677
-4,945
| -21% | -$449K | 0.54% | 29 |
|
|
2013
Q3 | $1.78M | Sell |
23,622
-1,127
| -5% | -$85.1K | 0.41% | 29 |
|
|
2013
Q2 | $1.85M | Buy |
+24,749
| New | +$1.85M | 0.27% | 38 |
|