SHA
Smith Hayes Advisers’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $414K | Buy |
6,743
+801
| +13% | +$49.2K | 0.08% | 215 |
|
|
2015
Q4 | $413K | Buy |
5,942
+126
| +2% | +$8.76K | 0.09% | 211 |
|
|
2015
Q3 | $431K | Buy |
5,816
+1
| +0% | +$74 | 0.09% | 201 |
|
|
2015
Q2 | $452K | Sell |
5,815
-524
| -8% | -$40.7K | 0.09% | 214 |
|
|
2015
Q1 | $495K | Sell |
6,339
-374
| -6% | -$29.2K | 0.1% | 214 |
|
|
2014
Q4 | $625K | Buy |
6,713
+590
| +10% | +$54.9K | 0.13% | 180 |
|
|
2014
Q3 | $536K | Sell |
6,123
-315
| -5% | -$27.6K | 0.13% | 186 |
|
|
2014
Q2 | $611K | Buy |
6,438
+17
| +0.3% | +$1.61K | 0.14% | 163 |
|
|
2014
Q1 | $578K | Buy |
6,421
+182
| +3% | +$16.4K | 0.14% | 162 |
|
|
2013
Q4 | $566K | Buy |
6,239
+1
| +0% | +$91 | 0.19% | 143 |
|
|
2013
Q3 | $471K | Buy |
6,238
+228
| +4% | +$17.2K | 0.18% | 139 |
|
|
2013
Q2 | $449K | Buy |
+6,010
| New | +$449K | 0.19% | 136 |
|