IberiaBank’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 |
-4,726
| Closed | -$329K | – | 152 |
|
|
2015
Q4 | $329K | Buy |
4,726
+542
| +13% | +$37.7K | 0.15% | 111 |
|
|
2015
Q3 | $310K | Buy |
4,184
+330
| +9% | +$24.5K | 0.16% | 115 |
|
|
2015
Q2 | $300K | Buy |
3,854
+528
| +16% | +$41.1K | 0.13% | 126 |
|
|
2015
Q1 | $260K | Buy |
3,326
+899
| +37% | +$70.3K | 0.12% | 155 |
|
|
2014
Q4 | $226K | Buy |
+2,427
| New | +$226K | 0.12% | 155 |
|
|
2014
Q3 | – | Sell |
-2,268
| Closed | -$215K | – | 166 |
|
|
2014
Q2 | $215K | Buy |
+2,268
| New | +$215K | 0.12% | 169 |
|
|
2014
Q1 | – | Sell |
-4,199
| Closed | -$381K | – | 151 |
|
|
2013
Q4 | $381K | Sell |
4,199
-74
| -2% | -$6.71K | 0.25% | 92 |
|
|
2013
Q3 | $323K | Sell |
4,273
-237
| -5% | -$17.9K | 0.21% | 110 |
|
|
2013
Q2 | $337K | Buy |
+4,510
| New | +$337K | 0.25% | 101 |
|