Israel Discount Bank of New York’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-995
| Closed | -$108K | – | 112 |
|
|
2019
Q1 | $108K | Hold |
995
| – | – | 0.07% | 112 |
|
|
2018
Q4 | $95K | Buy |
995
+195
| +24% | +$18.6K | 0.07% | 119 |
|
|
2018
Q3 | $85K | Hold |
800
| – | – | 0.06% | 131 |
|
|
2018
Q2 | $78K | Hold |
800
| – | – | 0.05% | 170 |
|
|
2018
Q1 | $75K | Hold |
800
| – | – | 0.05% | 181 |
|
|
2017
Q4 | $79K | Hold |
800
| – | – | 0.05% | 167 |
|
|
2017
Q3 | $72K | Hold |
800
| – | – | 0.05% | 189 |
|
|
2017
Q2 | $67K | Hold |
800
| – | – | 0.05% | 198 |
|
|
2017
Q1 | $63K | Sell |
800
-1,940
| -71% | -$153K | 0.05% | 207 |
|
|
2016
Q4 | $203K | Buy |
+2,740
| New | +$203K | 0.18% | 90 |
|