WLPWM
Walled Lake Planning & Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-200
| Closed | -$14K | – | 133 |
|
|
2021
Q3 | $14K | Hold |
200
| – | – | 0.01% | 242 |
|
|
2021
Q2 | $14K | Hold |
200
| – | – | 0.01% | 230 |
|
|
2021
Q1 | $15K | Hold |
200
| – | – | 0.01% | 212 |
|
|
2020
Q4 | $12K | Hold |
200
| – | – | 0.01% | 209 |
|
|
2020
Q3 | $9K | Hold |
200
| – | – | 0.01% | 220 |
|
|
2020
Q2 | $10K | Hold |
200
| – | – | 0.01% | 198 |
|
|
2020
Q1 | $8K | Hold |
200
| – | – | 0.01% | 199 |
|
|
2019
Q4 | $16K | Buy |
+200
| New | +$16K | 0.01% | 171 |
|