JPLA
Joseph P. Lucia & Associates’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-146
| Closed | -$20K | – | 126 |
|
|
2022
Q2 | $20K | Sell |
146
-142
| -49% | -$19.5K | 0.01% | 246 |
|
|
2022
Q1 | $54K | Buy |
+288
| New | +$54K | 0.03% | 186 |
|
|
2021
Q4 | – | Sell |
-289
| Closed | -$48K | – | 157 |
|
|
2021
Q3 | $48K | Sell |
289
-11
| -4% | -$1.83K | 0.03% | 217 |
|
|
2021
Q2 | $50K | Hold |
300
| – | – | 0.03% | 219 |
|
|
2021
Q1 | $42K | Buy |
300
+18
| +6% | +$2.52K | 0.02% | 216 |
|
|
2020
Q4 | $34K | Buy |
+282
| New | +$34K | 0.02% | 215 |
|
|
2020
Q3 | – | Sell |
-282
| Closed | -$27K | – | 110 |
|
|
2020
Q2 | $27K | Buy |
282
+175
| +164% | +$16.8K | 0.02% | 219 |
|
|
2020
Q1 | $9K | Hold |
107
| – | – | 0.01% | 290 |
|
|
2019
Q4 | $13K | Hold |
107
| – | – | 0.01% | 286 |
|
|
2019
Q3 | $13K | Hold |
107
| – | – | 0.01% | 283 |
|
|
2019
Q2 | $13K | Sell |
107
-11,737
| -99% | -$1.43M | 0.01% | 274 |
|
|
2019
Q1 | $107 | Buy |
+11,844
| New | +$107 | 0.01% | 258 |
|