LWAM
Legacy Wealth Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,563
| Closed | -$910K | – | 314 |
|
|
2022
Q2 | $910K | Buy |
6,563
+33
| +0.5% | +$4.58K | 0.37% | 92 |
|
|
2022
Q1 | $1.22M | Sell |
6,530
-22
| -0.3% | -$4.11K | 0.43% | 62 |
|
|
2021
Q4 | $1.07M | Buy |
6,552
+34
| +0.5% | +$5.56K | 0.36% | 82 |
|
|
2021
Q3 | $1.09M | Sell |
6,518
-51
| -0.8% | -$8.54K | 0.5% | 49 |
|
|
2021
Q2 | $1.09M | Sell |
6,569
-75
| -1% | -$12.4K | 0.48% | 52 |
|
|
2021
Q1 | $940K | Buy |
6,644
+47
| +0.7% | +$6.65K | 0.43% | 65 |
|
|
2020
Q4 | $798K | Buy |
+6,597
| New | +$798K | 0.4% | 85 |
|