LWM
LBA Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $14K | Hold |
175
| – | – | 0.01% | 296 |
|
|
2016
Q4 | $13K | Hold |
175
| – | – | 0.01% | 295 |
|
|
2016
Q3 | $11K | Hold |
175
| – | – | 0.01% | 317 |
|
|
2016
Q2 | $11K | Hold |
175
| – | – | 0.01% | 304 |
|
|
2016
Q1 | $11K | Hold |
175
| – | – | 0.01% | 290 |
|
|
2015
Q4 | $12K | Sell |
175
-150
| -46% | -$10.3K | 0.01% | 279 |
|
|
2015
Q3 | $24K | Buy |
325
+200
| +160% | +$14.8K | 0.02% | 218 |
|
|
2015
Q2 | $10K | Hold |
125
| – | – | 0.01% | 243 |
|
|
2015
Q1 | $10K | Hold |
125
| – | – | 0.01% | 235 |
|
|
2014
Q4 | $12K | Hold |
125
| – | – | 0.01% | 222 |
|
|
2014
Q3 | $11K | Hold |
125
| – | – | 0.01% | 275 |
|
|
2014
Q2 | $12K | Hold |
125
| – | – | 0.01% | 199 |
|
|
2014
Q1 | $11K | Sell |
125
-105
| -46% | -$9.24K | 0.01% | 195 |
|
|
2013
Q4 | $21K | Buy |
+230
| New | +$21K | 0.02% | 182 |
|