Walled Lake Planning & Wealth Management’s Arbor Realty Trust ABR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,740
| Closed | -$183K | – | 133 |
|
|
2024
Q2 | $183K | Sell |
12,740
-4,000
| -24% | -$57.4K | 0.07% | 119 |
|
|
2024
Q1 | $222K | Hold |
16,740
| – | – | 0.09% | 99 |
|
|
2023
Q4 | $254K | Buy |
16,740
+3,640
| +28% | +$55.3K | 0.12% | 89 |
|
|
2023
Q3 | $199K | Hold |
13,100
| – | – | 0.1% | 94 |
|
|
2023
Q2 | $194K | Buy |
+13,100
| New | +$194K | 0.09% | 96 |
|
|
2021
Q4 | – | Sell |
-9,000
| Closed | -$167K | – | 99 |
|
|
2021
Q3 | $167K | Hold |
9,000
| – | – | 0.1% | 86 |
|
|
2021
Q2 | $160K | Hold |
9,000
| – | – | 0.1% | 86 |
|
|
2021
Q1 | $143K | Hold |
9,000
| – | – | 0.1% | 90 |
|
|
2020
Q4 | $128K | Hold |
9,000
| – | – | 0.1% | 87 |
|
|
2020
Q3 | $103K | Buy |
+9,000
| New | +$103K | 0.08% | 94 |
|