WLPWM
Walled Lake Planning & Wealth Management’s Antero Midstream AM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Hold |
15,098
| – | – | 0.09% | 108 |
|
|
2025
Q1 | $272K | Hold |
15,098
| – | – | 0.1% | 108 |
|
|
2024
Q4 | $228K | Sell |
15,098
-1,677
| -10% | -$25.3K | 0.08% | 117 |
|
|
2024
Q3 | $252K | Hold |
16,775
| – | – | 0.09% | 108 |
|
|
2024
Q2 | $247K | Hold |
16,775
| – | – | 0.1% | 102 |
|
|
2024
Q1 | $236K | Buy |
+16,775
| New | +$236K | 0.1% | 95 |
|