Foundry Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-5,215
| Closed | -$457K | – | 246 |
|
2014
Q3 | $457K | Sell |
5,215
-89,175
| -94% | -$7.81M | 0.04% | 215 |
|
2014
Q2 | $8.96M | Sell |
94,390
-40,383
| -30% | -$3.83M | 0.83% | 41 |
|
2014
Q1 | $12.1M | Sell |
134,773
-18,930
| -12% | -$1.7M | 1.14% | 14 |
|
2013
Q4 | $13.9M | Buy |
+153,703
| New | +$13.9M | 1.25% | 13 |
|