ISB
Iowa State Bank’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,000
| Closed | -$428K | – | 111 |
|
|
2020
Q1 | $428K | Hold |
5,000
| – | – | 0.2% | 86 |
|
|
2019
Q4 | $622K | Hold |
5,000
| – | – | 0.22% | 85 |
|
|
2019
Q3 | $591K | Buy |
+5,000
| New | +$591K | 0.22% | 81 |
|
|
2016
Q3 | – | Sell |
-19,438
| Closed | -$1.18M | – | 90 |
|
|
2016
Q2 | $1.18M | Buy |
19,438
+760
| +4% | +$46.2K | 0.64% | 47 |
|
|
2016
Q1 | $1.15M | Sell |
18,678
-195
| -1% | -$12K | 0.65% | 48 |
|
|
2015
Q4 | $1.31M | Buy |
18,873
+683
| +4% | +$47.5K | 0.78% | 46 |
|
|
2015
Q3 | $1.35M | Buy |
18,190
+287
| +2% | +$21.3K | 0.92% | 43 |
|
|
2015
Q2 | $1.39M | Hold |
17,903
| – | – | 0.88% | 46 |
|
|
2015
Q1 | $1.4M | Buy |
17,903
+530
| +3% | +$41.4K | 0.89% | 46 |
|
|
2014
Q4 | $1.62M | Sell |
17,373
-110
| -0.6% | -$10.2K | 1.02% | 43 |
|
|
2014
Q3 | $1.53M | Buy |
17,483
+925
| +6% | +$81K | 1.02% | 43 |
|
|
2014
Q2 | $1.57M | Buy |
16,558
+400
| +2% | +$38K | 1.06% | 40 |
|
|
2014
Q1 | $1.46M | Sell |
16,158
-1,180
| -7% | -$106K | 1.04% | 41 |
|
|
2013
Q4 | $1.57M | Sell |
17,338
-170
| -1% | -$15.4K | 1.15% | 39 |
|
|
2013
Q3 | $1.32M | Sell |
17,508
-1,255
| -7% | -$94.8K | 1.04% | 42 |
|
|
2013
Q2 | $1.4M | Buy |
+18,763
| New | +$1.4M | 1.16% | 36 |
|