Opus Capital Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-4,951
| Closed | -$387K | – | 219 |
|
|
2015
Q1 | $387K | Hold |
4,951
| – | – | 0.06% | 184 |
|
|
2014
Q4 | $461K | Sell |
4,951
-4,951
| -50% | -$461K | 0.07% | 165 |
|
|
2014
Q3 | $866K | Buy |
9,902
+4,951
| +100% | +$433K | 0.12% | 144 |
|
|
2014
Q2 | $470K | Buy |
4,951
+51
| +1% | +$4.84K | 0.03% | 154 |
|
|
2014
Q1 | $441K | Buy |
+4,900
| New | +$441K | 0.03% | 148 |
|