Integrated Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $241K | Buy |
3,050
+69
| +2% | +$5.45K | 0.08% | 214 |
|
|
2016
Q4 | $221K | Sell |
2,981
-60
| -2% | -$4.45K | 0.08% | 219 |
|
|
2016
Q3 | $195K | Sell |
3,041
-401
| -12% | -$25.7K | 0.07% | 228 |
|
|
2016
Q2 | $209K | Sell |
3,442
-76
| -2% | -$4.62K | 0.08% | 210 |
|
|
2016
Q1 | $216K | Sell |
3,518
-29
| -0.8% | -$1.78K | 0.09% | 179 |
|
|
2015
Q4 | $247K | Sell |
3,547
-11,570
| -77% | -$806K | 0.11% | 154 |
|
|
2015
Q3 | $1.12M | Sell |
15,117
-445
| -3% | -$33K | 0.49% | 49 |
|
|
2015
Q2 | $1.21M | Buy |
15,562
+49
| +0.3% | +$3.81K | 0.47% | 48 |
|
|
2015
Q1 | $1.21M | Buy |
+15,513
| New | +$1.21M | 0.51% | 43 |
|