Stevens First Principles Investment Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 138 |
|
|
2015
Q1 | – | Sell |
-1,200
| Closed | -$112K | – | 207 |
|
|
2014
Q4 | $112K | Sell |
1,200
-400
| -25% | -$37.3K | 0.07% | 101 |
|
|
2014
Q3 | $140K | Buy |
+1,600
| New | +$140K | 0.08% | 100 |
|
|
2014
Q1 | – | Sell |
-900
| Closed | -$82K | – | 202 |
|
|
2013
Q4 | $82K | Buy |
+900
| New | +$82K | 0.05% | 123 |
|