National Investment Services’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-33,879
| Closed | -$3.21M | – | 45 |
|
2014
Q2 | $3.21M | Hold |
33,879
| – | – | 2.62% | 14 |
|
2014
Q1 | $3.05M | Hold |
33,879
| – | – | 2.62% | 8 |
|
2013
Q4 | $3.07M | Hold |
33,879
| – | – | 2.4% | 11 |
|
2013
Q3 | $2.56M | Hold |
33,879
| – | – | 2.01% | 12 |
|
2013
Q2 | $2.53M | Buy |
+33,879
| New | +$2.53M | 2.09% | 9 |
|