First National Bank & Trust Co of Newtown’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-3,300
| Closed | -$229K | – | 112 |
|
|
2015
Q4 | $229K | Hold |
3,300
| – | – | 0.08% | 101 |
|
|
2015
Q3 | $245K | Hold |
3,300
| – | – | 0.08% | 101 |
|
|
2015
Q2 | $256K | Sell |
3,300
-850
| -20% | -$65.9K | 0.08% | 102 |
|
|
2015
Q1 | $324K | Hold |
4,150
| – | – | 0.1% | 95 |
|
|
2014
Q4 | $386K | Hold |
4,150
| – | – | 0.12% | 81 |
|
|
2014
Q3 | $363K | Buy |
+4,150
| New | +$363K | 0.12% | 82 |
|