TWM
Torch Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-16,580
| Closed | -$1.15M | – | 98 |
|
|
2015
Q4 | $1.15M | Buy |
16,580
+475
| +3% | +$33K | 0.84% | 47 |
|
|
2015
Q3 | $1.19M | Buy |
16,105
+125
| +0.8% | +$9.27K | 0.92% | 44 |
|
|
2015
Q2 | $1.24M | Buy |
+15,980
| New | +$1.24M | 0.86% | 47 |
|
|
2014
Q3 | – | Sell |
-130
| Closed | -$12K | – | 112 |
|
|
2014
Q2 | $12K | Hold |
130
| – | – | 0.01% | 229 |
|
|
2014
Q1 | $12K | Hold |
130
| – | – | 0.01% | 241 |
|
|
2013
Q4 | $12K | Buy |
+130
| New | +$12K | 0.01% | 216 |
|