Parasol Investment Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-393
| Closed | -$31K | – | 168 |
|
|
2015
Q2 | $31K | Hold |
393
| – | – | 0.02% | 130 |
|
|
2015
Q1 | $31K | Buy |
393
+150
| +62% | +$11.8K | 0.02% | 133 |
|
|
2014
Q4 | $23K | Hold |
243
| – | – | 0.02% | 167 |
|
|
2014
Q3 | $21K | Hold |
243
| – | – | 0.01% | 159 |
|
|
2014
Q2 | $23K | Hold |
243
| – | – | 0.02% | 152 |
|
|
2014
Q1 | $22K | Hold |
243
| – | – | 0.02% | 135 |
|
|
2013
Q4 | $22K | Buy |
+243
| New | +$22K | 0.01% | 136 |
|