Zions Trust National Association’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 | $19K | Hold |
200
| – | – | 0.03% | 144 |
|
|
2014
Q3 | $18K | Sell |
200
-217
| -52% | -$19.5K | 0.03% | 159 |
|
|
2014
Q2 | $40K | Hold |
417
| – | – | 0.06% | 98 |
|
|
2014
Q1 | $38K | Buy |
417
+200
| +92% | +$18.2K | 0.05% | 104 |
|
|
2013
Q4 | $20K | Hold |
217
| – | – | 0.03% | 139 |
|
|
2013
Q3 | $16K | Hold |
217
| – | – | 0.02% | 135 |
|
|
2013
Q2 | $16K | Buy |
+217
| New | +$16K | 0.02% | 135 |
|