Mariner Independent Advisor Network’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
Sell
-2,207
Closed -$193K 169
2014
Q3
$193K Buy
2,207
+13
+0.6% +$1.14K 0.1% 131
2014
Q2
$208K Buy
+2,194
New +$208K 0.1% 125