WLPWM
Walled Lake Planning & Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-300
| Closed | -$13K | – | 126 |
|
|
2021
Q3 | $13K | Hold |
300
| – | – | 0.01% | 249 |
|
|
2021
Q2 | $12K | Hold |
300
| – | – | 0.01% | 234 |
|
|
2021
Q1 | $12K | Hold |
300
| – | – | 0.01% | 228 |
|
|
2020
Q4 | $9K | Hold |
300
| – | – | 0.01% | 215 |
|
|
2020
Q3 | $7K | Hold |
300
| – | – | 0.01% | 235 |
|
|
2020
Q2 | $7K | Hold |
300
| – | – | 0.01% | 225 |
|
|
2020
Q1 | $6K | Hold |
300
| – | – | 0.01% | 214 |
|
|
2019
Q4 | $11K | Buy |
+300
| New | +$11K | 0.01% | 192 |
|