LWS
Lucia Wealth Services’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-17,715
| Closed | -$2.21M | – | 193 |
|
|
2019
Q4 | $2.21M | Sell |
17,715
-334
| -2% | -$41.6K | 0.68% | 28 |
|
|
2019
Q3 | $2.14M | Buy |
18,049
+6,772
| +60% | +$801K | 0.71% | 31 |
|
|
2019
Q2 | $1.39M | Sell |
11,277
-2,534
| -18% | -$313K | 0.48% | 43 |
|
|
2019
Q1 | $1.51M | Buy |
13,811
+1,838
| +15% | +$201K | 0.52% | 43 |
|
|
2018
Q4 | $1.14M | Sell |
11,973
-7,013
| -37% | -$668K | 0.54% | 43 |
|
|
2018
Q3 | $2.02M | Sell |
18,986
-1,498
| -7% | -$160K | 0.63% | 35 |
|
|
2018
Q2 | $2.01M | Buy |
+20,484
| New | +$2.01M | 0.88% | 28 |
|