Retirement Design & 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 Q2	–	Sell	-3,278	Closed	-$257K	–	75
2015 Q1	$257K	Sell	3,278 -25,481	-89%	-$2M	0.22%	63
2014 Q4	$2.68M	Buy	+28,759	New	+$2.68M	2.03%	15