New Capital Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-50
| Closed | -$5K | – | 152 |
|
|
2017
Q4 | $5K | Hold |
50
| – | – | 0.01% | 143 |
|
|
2017
Q3 | $5K | Hold |
50
| – | – | 0.01% | 144 |
|
|
2017
Q2 | $4K | Hold |
50
| – | – | 0.01% | 146 |
|
|
2017
Q1 | $4K | Hold |
50
| – | – | 0.01% | 146 |
|
|
2016
Q4 | $4K | Buy |
+50
| New | +$4K | 0.01% | 144 |
|