WLPWM
Walled Lake Planning & Wealth Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-300
| Closed | -$39K | – | 109 |
|
|
2021
Q3 | $39K | Hold |
300
| – | – | 0.02% | 178 |
|
|
2021
Q2 | $43K | Hold |
300
| – | – | 0.03% | 161 |
|
|
2021
Q1 | $40K | Hold |
300
| – | – | 0.03% | 158 |
|
|
2020
Q4 | $26K | Hold |
300
| – | – | 0.02% | 162 |
|
|
2020
Q3 | $18K | Hold |
300
| – | – | 0.01% | 178 |
|
|
2020
Q2 | $18K | Hold |
300
| – | – | 0.02% | 159 |
|
|
2020
Q1 | $14K | Hold |
300
| – | – | 0.01% | 160 |
|
|
2019
Q4 | $18K | Buy |
+300
| New | +$18K | 0.01% | 164 |
|