PWM

Prentice Wealth Management’s American Express AXP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-755	Closed	-$126K	–	117
2021 Q3	$126K	Buy	755 +191	+34%	+$31.9K	0.06%	123
2021 Q2	$93K	Hold	564	–	–	0.05%	146
2021 Q1	$80K	Buy	+564	New	+$80K	0.04%	143