WLPWM
Walled Lake Planning & Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-745
| Closed | -$158K | – | 114 |
|
|
2021
Q3 | $158K | Buy |
745
+150
| +25% | +$31.8K | 0.1% | 88 |
|
|
2021
Q2 | $145K | Hold |
595
| – | – | 0.09% | 93 |
|
|
2021
Q1 | $148K | Buy |
595
+5
| +0.8% | +$1.24K | 0.1% | 88 |
|
|
2020
Q4 | $136K | Sell |
590
-8
| -1% | -$1.84K | 0.1% | 83 |
|
|
2020
Q3 | $152K | Hold |
598
| – | – | 0.12% | 76 |
|
|
2020
Q2 | $141K | Buy |
598
+8
| +1% | +$1.89K | 0.12% | 74 |
|
|
2020
Q1 | $120K | Hold |
590
| – | – | 0.11% | 75 |
|
|
2019
Q4 | $142K | Buy |
+590
| New | +$142K | 0.1% | 78 |
|