US Financial Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-61
| Closed | -$4K | – | 73 |
|
2016
Q1 | $4K | Sell |
61
-81
| -57% | -$5.31K | 0.01% | 264 |
|
2015
Q4 | $10K | Hold |
142
| – | – | 0.01% | 314 |
|
2015
Q3 | $11K | Hold |
142
| – | – | 0.02% | 250 |
|
2015
Q2 | $11K | Buy |
142
+61
| +75% | +$4.73K | 0.01% | 227 |
|
2015
Q1 | $6K | Buy |
81
+50
| +161% | +$3.7K | 0.01% | 294 |
|
2014
Q4 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 307 |
|