TCM
TD Capital Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,519
| Closed | -$119K | – | 152 |
|
|
2015
Q1 | $119K | Sell |
1,519
-1,519
| -50% | -$119K | 0.03% | 66 |
|
|
2014
Q4 | $283K | Hold |
3,038
| – | – | 0.06% | 49 |
|
|
2014
Q3 | $266K | Hold |
3,038
| – | – | 0.06% | 50 |
|
|
2014
Q2 | $288K | Hold |
3,038
| – | – | 0.06% | 40 |
|
|
2014
Q1 | $274K | Hold |
3,038
| – | – | 0.06% | 40 |
|
|
2013
Q4 | $276K | Buy |
+3,038
| New | +$276K | 0.06% | 43 |
|