Spectrum Advisory Services’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-2,655
| Closed | -$247K | – | 166 |
|
|
2014
Q4 | $247K | Hold |
2,655
| – | – | 0.09% | 148 |
|
|
2014
Q3 | $232K | Sell |
2,655
-50
| -2% | -$4.37K | 0.08% | 151 |
|
|
2014
Q2 | $257K | Hold |
2,705
| – | – | 0.09% | 147 |
|
|
2014
Q1 | $244K | Sell |
2,705
-100
| -4% | -$9.02K | 0.09% | 150 |
|
|
2013
Q4 | $254K | Buy |
2,805
+150
| +6% | +$13.6K | 0.09% | 146 |
|
|
2013
Q3 | $201K | Buy |
+2,655
| New | +$201K | 0.08% | 163 |
|