HA
Hays Advisory’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-99,442
| Closed | -$6.92M | – | 43 |
|
|
2015
Q4 | $6.92M | Sell |
99,442
-13,659
| -12% | -$950K | 1.17% | 34 |
|
|
2015
Q3 | $8.38M | Sell |
113,101
-462
| -0.4% | -$34.2K | 1.27% | 36 |
|
|
2015
Q2 | $8.83M | Sell |
113,563
-9,307
| -8% | -$723K | 1.28% | 39 |
|
|
2015
Q1 | $9.6M | Sell |
122,870
-7,645
| -6% | -$597K | 1.24% | 40 |
|
|
2014
Q4 | $12.1M | Sell |
130,515
-11,775
| -8% | -$1.1M | 1.63% | 27 |
|
|
2014
Q3 | $12.5M | Sell |
142,290
-6,380
| -4% | -$559K | 1.65% | 27 |
|
|
2014
Q2 | $14.1M | Buy |
+148,670
| New | +$14.1M | 1.77% | 19 |
|