Kelly Lawrence W & Associates’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-600
| Closed | -$36K | – | 171 |
|
|
2016
Q2 | $36K | Hold |
600
| – | – | 0.01% | 148 |
|
|
2016
Q1 | $37K | Sell |
600
-400
| -40% | -$24.7K | 0.01% | 133 |
|
|
2015
Q4 | $70K | Hold |
1,000
| – | – | 0.02% | 118 |
|
|
2015
Q3 | $74K | Hold |
1,000
| – | – | 0.02% | 113 |
|
|
2015
Q2 | $78K | Hold |
1,000
| – | – | 0.02% | 112 |
|
|
2015
Q1 | $78K | Hold |
1,000
| – | – | 0.02% | 97 |
|
|
2014
Q4 | $93K | Buy |
+1,000
| New | +$93K | 0.02% | 98 |
|
|
2014
Q3 | – | Sell |
-1,200
| Closed | -$114K | – | 87 |
|
|
2014
Q2 | $114K | Hold |
1,200
| – | – | 0.02% | 94 |
|
|
2014
Q1 | $108K | Hold |
1,200
| – | – | 0.02% | 92 |
|
|
2013
Q4 | $109K | Buy |
+1,200
| New | +$109K | 0.02% | 93 |
|
|
2013
Q3 | – | Sell |
-1,200
| Closed | -$90K | – | 83 |
|
|
2013
Q2 | $90K | Buy |
+1,200
| New | +$90K | 0.02% | 90 |
|