Elite Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-5,259
| Closed | -$389K | – | 43 |
|
|
2015
Q3 | $389K | Buy |
+5,259
| New | +$389K | 0.61% | 45 |
|
|
2014
Q1 | – | Sell |
-6,768
| Closed | -$614K | – | 342 |
|
|
2013
Q4 | $614K | Buy |
6,768
+5,834
| +625% | +$529K | 0.45% | 46 |
|
|
2013
Q3 | $71K | Hold |
934
| – | – | 0.06% | 146 |
|
|
2013
Q2 | $70K | Buy |
+934
| New | +$70K | 0.1% | 105 |
|