SAM
Sunnymeath Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $815K | Buy |
11,000
+2,800
| +34% | +$207K | 1.14% | 43 |
|
|
2016
Q3 | $267K | Sell |
8,200
-10,555
| -56% | -$344K | 0.58% | 60 |
|
|
2016
Q2 | $1.14M | Sell |
18,755
-2,425
| -11% | -$147K | 1.66% | 18 |
|
|
2016
Q1 | $1.3M | Buy |
21,180
+18,580
| +715% | +$1.14M | 1.98% | 14 |
|
|
2015
Q4 | $181K | Buy |
+2,600
| New | +$181K | 0.29% | 68 |
|