National Planning Corporation’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-9,071
| Closed | -$821K | – | 81 |
|
|
2017
Q3 | $821K | Buy |
9,071
+989
| +12% | +$89.5K | 0.07% | 259 |
|
|
2017
Q2 | $688K | Sell |
8,082
-601
| -7% | -$51.2K | 0.05% | 328 |
|
|
2017
Q1 | $680K | Sell |
8,683
-438
| -5% | -$34.3K | 0.05% | 309 |
|
|
2016
Q4 | $698K | Buy |
9,121
+623
| +7% | +$47.7K | 0.05% | 296 |
|
|
2016
Q3 | $569K | Buy |
8,498
+433
| +5% | +$29K | 0.05% | 336 |
|
|
2016
Q2 | $512K | Buy |
8,065
+1,014
| +14% | +$64.4K | 0.04% | 369 |
|
|
2016
Q1 | $455K | Sell |
7,051
-2,929
| -29% | -$189K | 0.04% | 375 |
|
|
2015
Q4 | $539K | Buy |
9,980
+2,182
| +28% | +$118K | 0.04% | 390 |
|
|
2015
Q3 | $578K | Buy |
7,798
+500
| +7% | +$37.1K | 0.05% | 319 |
|
|
2015
Q2 | $594K | Sell |
7,298
-1,314
| -15% | -$107K | 0.05% | 316 |
|
|
2015
Q1 | $670K | Sell |
8,612
-2,152
| -20% | -$167K | 0.06% | 278 |
|
|
2014
Q4 | $972K | Sell |
10,764
-355
| -3% | -$32.1K | 0.07% | 253 |
|
|
2014
Q3 | $969K | Sell |
11,119
-274
| -2% | -$23.9K | 0.07% | 254 |
|
|
2014
Q2 | $1.08M | Sell |
11,393
-1,237
| -10% | -$117K | 0.08% | 232 |
|
|
2014
Q1 | $1.14M | Sell |
12,630
-156
| -1% | -$14.1K | 0.1% | 210 |
|
|
2013
Q4 | $1.16M | Buy |
12,786
+237
| +2% | +$21.4K | 0.1% | 207 |
|
|
2013
Q3 | $959K | Buy |
12,549
+2,743
| +28% | +$210K | 0.09% | 220 |
|
|
2013
Q2 | $725K | Buy |
+9,806
| New | +$725K | 0.09% | 225 |
|