WLPWM
Walled Lake Planning & Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11
| Closed | -$9K | – | 131 |
|
|
2021
Q3 | $9K | Hold |
11
| – | – | 0.01% | 261 |
|
|
2021
Q2 | $10K | Hold |
11
| – | – | 0.01% | 240 |
|
|
2021
Q1 | $8K | Hold |
11
| – | – | 0.01% | 243 |
|
|
2020
Q4 | $8K | Sell |
11
-6
| -35% | -$4.36K | 0.01% | 220 |
|
|
2020
Q3 | $10K | Hold |
17
| – | – | 0.01% | 210 |
|
|
2020
Q2 | $9K | Buy |
+17
| New | +$9K | 0.01% | 203 |
|