Gary Goldberg Planning Services’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
$61K Buy
661
+300
+83% +$27.7K 0.03% 195
2014
Q3
$32K Hold
361
0.01% 277
2014
Q2
$34K Buy
+361
New +$34K 0.02% 255