WESPAC Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-12,979
| Closed | -$1.14M | – | 121 |
|
|
2014
Q3 | $1.14M | Buy |
12,979
+3,226
| +33% | +$282K | 0.91% | 41 |
|
|
2014
Q2 | $925K | Sell |
9,753
-2,261
| -19% | -$214K | 1.05% | 30 |
|
|
2014
Q1 | $1.08M | Buy |
12,014
+2,654
| +28% | +$239K | 0.94% | 30 |
|
|
2013
Q4 | $849K | Buy |
9,360
+5,203
| +125% | +$472K | 0.71% | 62 |
|
|
2013
Q3 | $314K | Buy |
+4,157
| New | +$314K | 0.37% | 90 |
|