FDO Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-13,357
| Closed | -$1.21M | – | 166 |
|
|
2017
Q3 | $1.21M | Buy |
+13,357
| New | +$1.21M | 0.48% | 87 |
|
|
2017
Q2 | – | Sell |
-62,609
| Closed | -$4.95M | – | 234 |
|
|
2017
Q1 | $4.95M | Buy |
+62,609
| New | +$4.95M | 1.23% | 12 |
|
|
2016
Q4 | – | Sell |
-33,833
| Closed | -$2.17M | – | 200 |
|
|
2016
Q3 | $2.17M | Buy |
+33,833
| New | +$2.17M | 0.93% | 28 |
|