TVWM
Tower View Wealth Management’s American Express AXP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-200
| Closed | -$37K | – | 164 |
|
2022
Q1 | $37K | Hold |
200
| – | – | 0.02% | 108 |
|
2021
Q4 | $33K | Hold |
200
| – | – | 0.02% | 113 |
|
2021
Q3 | $34K | Buy |
+200
| New | +$34K | 0.02% | 115 |
|
2018
Q4 | – | Sell |
-21
| Closed | -$2K | – | 138 |
|
2018
Q3 | $2K | Sell |
21
-25
| -54% | -$2.38K | ﹤0.01% | 151 |
|
2018
Q2 | $5K | Buy |
+46
| New | +$5K | ﹤0.01% | 126 |
|