MLA
My Legacy Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,637
| Closed | -$459K | – | 202 |
|
|
2023
Q2 | $459K | Buy |
2,637
+376
| +17% | +$65.5K | 0.18% | 154 |
|
|
2023
Q1 | $364K | Buy |
2,261
+83
| +4% | +$13.4K | 0.16% | 168 |
|
|
2022
Q4 | $390K | Buy |
2,178
+61
| +3% | +$10.9K | 0.17% | 167 |
|
|
2022
Q3 | $290K | Buy |
2,117
+185
| +10% | +$25.3K | 0.15% | 178 |
|
|
2022
Q2 | $272K | Buy |
1,932
+22
| +1% | +$3.1K | 0.14% | 182 |
|
|
2022
Q1 | $357K | Buy |
+1,910
| New | +$357K | 0.17% | 151 |
|