WLPWM
Walled Lake Planning & Wealth Management’s Adams Diversified Equity Fund ADX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2
| Closed | – | – | 106 |
|
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 322 |
|
|
2021
Q2 | $0 | Sell |
2
-3
| -60% | – | ﹤0.01% | 311 |
|
|
2021
Q1 | $0 | Sell |
5
-45
| -90% | – | ﹤0.01% | 308 |
|
|
2020
Q4 | $1K | Sell |
50
-41
| -45% | -$820 | ﹤0.01% | 291 |
|
|
2020
Q3 | $1K | Buy |
91
+1
| +1% | +$11 | ﹤0.01% | 303 |
|
|
2020
Q2 | $1K | Hold |
90
| – | – | ﹤0.01% | 299 |
|
|
2020
Q1 | $1K | Buy |
+90
| New | +$1K | ﹤0.01% | 286 |
|