LWA
Lenox Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $165K | Buy |
899
+5
| +0.6% | +$918 | 0.02% | 124 |
|
|
2021
Q4 | $146K | Buy |
894
+29
| +3% | +$4.74K | 0.02% | 136 |
|
|
2021
Q3 | $145K | Buy |
865
+156
| +22% | +$26.2K | 0.02% | 127 |
|
|
2021
Q2 | $117K | Sell |
709
-175
| -20% | -$28.9K | 0.02% | 145 |
|
|
2021
Q1 | $125K | Sell |
884
-537
| -38% | -$75.9K | 0.02% | 115 |
|
|
2020
Q4 | $172K | Buy |
1,421
+351
| +33% | +$42.5K | 0.02% | 92 |
|
|
2020
Q3 | $107K | Hold |
1,070
| – | – | 0.02% | 111 |
|
|
2020
Q2 | $102K | Hold |
1,070
| – | – | 0.02% | 103 |
|
|
2020
Q1 | $92K | Sell |
1,070
-1
| -0.1% | -$86 | 0.02% | 94 |
|
|
2019
Q4 | $133K | Buy |
1,071
+1
| +0.1% | +$124 | 0.02% | 105 |
|
|
2019
Q3 | $127K | Hold |
1,070
| – | – | 0.02% | 98 |
|
|
2019
Q2 | $132K | Hold |
1,070
| – | – | 0.02% | 100 |
|
|
2019
Q1 | $117K | Hold |
1,070
| – | – | 0.02% | 99 |
|
|
2018
Q4 | $102K | Hold |
1,070
| – | – | 0.02% | 98 |
|
|
2018
Q3 | $114K | Buy |
1,070
+986
| +1,174% | +$105K | 0.02% | 97 |
|
|
2018
Q2 | $8K | Buy |
84
+14
| +20% | +$1.33K | ﹤0.01% | 397 |
|
|
2018
Q1 | $7K | Buy |
+70
| New | +$7K | ﹤0.01% | 391 |
|
|
2017
Q4 | – | Sell |
-5
| Closed | – | – | 387 |
|
|
2017
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 239 |
|
|
2016
Q2 | – | Sell |
-35
| Closed | -$2K | – | 205 |
|
|
2016
Q1 | $2K | Sell |
35
-85
| -71% | -$4.86K | ﹤0.01% | 219 |
|
|
2015
Q4 | $8K | Sell |
120
-3
| -2% | -$200 | ﹤0.01% | 189 |
|
|
2015
Q3 | $9K | Buy |
123
+38
| +45% | +$2.78K | ﹤0.01% | 188 |
|
|
2015
Q2 | $7K | Hold |
85
| – | – | ﹤0.01% | 172 |
|
|
2015
Q1 | $7K | Hold |
85
| – | – | ﹤0.01% | 190 |
|
|
2014
Q4 | $8K | Sell |
85
-603
| -88% | -$56.8K | ﹤0.01% | 183 |
|
|
2014
Q3 | $60K | Buy |
+688
| New | +$60K | 0.03% | 68 |
|
|
2014
Q1 | – | Sell |
-40
| Closed | -$4K | – | 200 |
|
|
2013
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 245 |
|
|
2013
Q3 | $3K | Sell |
40
-200
| -83% | -$15K | ﹤0.01% | 197 |
|
|
2013
Q2 | $18K | Buy |
+240
| New | +$18K | 0.02% | 72 |
|