MWR
McAdams Wright Ragen’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $303K | Sell |
3,463
-154
| -4% | -$13.5K | 0.02% | 336 |
|
|
2014
Q2 | $343K | Sell |
3,617
-341
| -9% | -$32.3K | 0.02% | 307 |
|
|
2014
Q1 | $356K | Sell |
3,958
-70
| -2% | -$6.3K | 0.02% | 278 |
|
|
2013
Q4 | $365K | Buy |
4,028
+320
| +9% | +$29K | 0.02% | 268 |
|
|
2013
Q3 | $280K | Buy |
3,708
+22
| +0.6% | +$1.66K | 0.02% | 278 |
|
|
2013
Q2 | $276K | Buy |
+3,686
| New | +$276K | 0.02% | 282 |
|