WLPWM
Walled Lake Planning & 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 |
-860
| Closed | -$144K | – | 121 |
|
|
2021
Q3 | $144K | Buy |
860
+201
| +31% | +$33.7K | 0.09% | 93 |
|
|
2021
Q2 | $109K | Buy |
659
+140
| +27% | +$23.2K | 0.07% | 107 |
|
|
2021
Q1 | $73K | Buy |
519
+2
| +0.4% | +$281 | 0.05% | 129 |
|
|
2020
Q4 | $63K | Buy |
517
+1
| +0.2% | +$122 | 0.05% | 123 |
|
|
2020
Q3 | $52K | Buy |
516
+2
| +0.4% | +$202 | 0.04% | 120 |
|
|
2020
Q2 | $49K | Buy |
514
+2
| +0.4% | +$191 | 0.04% | 109 |
|
|
2020
Q1 | $44K | Buy |
512
+1
| +0.2% | +$86 | 0.04% | 106 |
|
|
2019
Q4 | $64K | Buy |
+511
| New | +$64K | 0.05% | 105 |
|