WLPWM
Walled Lake Planning & Wealth Management’s Bank of America Series L BAC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Hold |
170
| – | – | 0.07% | 131 |
|
|
2025
Q1 | $210K | Hold |
170
| – | – | 0.07% | 126 |
|
|
2024
Q4 | $207K | Hold |
170
| – | – | 0.08% | 123 |
|
|
2024
Q3 | $216K | Hold |
170
| – | – | 0.08% | 121 |
|
|
2024
Q2 | $203K | Hold |
170
| – | – | 0.08% | 115 |
|
|
2024
Q1 | $203K | Buy |
+170
| New | +$203K | 0.08% | 113 |
|