Integrated Wealth Management’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$241K Buy
2016
Q4
$221K Sell
2016
Q3
$195K Sell
2016
Q2
$209K Sell
2016
Q1
$216K Sell
2015
Q4
$247K Sell
2015
Q3
$1.12M Sell
2015
Q2
$1.21M Buy
2015
Q1
$1.21M Buy