ST
Semper Trust’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | $449K | Sell |
5,775
-1,300
| -18% | -$101K | 0.21% | 118 |
|
|
2015
Q1 | $553K | Sell |
7,075
-5,100
| -42% | -$399K | 0.24% | 112 |
|
|
2014
Q4 | $1.13M | Sell |
12,175
-275
| -2% | -$25.6K | 0.45% | 85 |
|
|
2014
Q3 | $1.09M | Buy |
12,450
+25
| +0.2% | +$2.19K | 0.54% | 70 |
|
|
2014
Q2 | $1.18M | Hold |
12,425
| – | – | 0.46% | 80 |
|
|
2014
Q1 | $1.12M | Hold |
12,425
| – | – | 0.46% | 82 |
|
|
2013
Q4 | $1.13M | Hold |
12,425
| – | – | 0.46% | 81 |
|
|
2013
Q3 | $938K | Sell |
12,425
-25
| -0.2% | -$1.89K | 0.42% | 84 |
|
|
2013
Q2 | $931K | Buy |
+12,450
| New | +$931K | 0.54% | 69 |
|