WLPWM
Walled Lake Planning & Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-237
| Closed | -$136K | – | 105 |
|
|
2021
Q3 | $136K | Buy |
237
+100
| +73% | +$57.4K | 0.08% | 96 |
|
|
2021
Q2 | $80K | Hold |
137
| – | – | 0.05% | 133 |
|
|
2021
Q1 | $65K | Hold |
137
| – | – | 0.05% | 136 |
|
|
2020
Q4 | $69K | Hold |
137
| – | – | 0.05% | 118 |
|
|
2020
Q3 | $67K | Hold |
137
| – | – | 0.05% | 111 |
|
|
2020
Q2 | $60K | Hold |
137
| – | – | 0.05% | 102 |
|
|
2020
Q1 | $44K | Hold |
137
| – | – | 0.04% | 105 |
|
|
2019
Q4 | $45K | Buy |
+137
| New | +$45K | 0.03% | 123 |
|