WLPWM
CET
Walled Lake Planning & Wealth Management’s Central Securities Corp CET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Hold |
4,875
| – | – | 0.08% | 117 |
|
|
2025
Q1 | $219K | Hold |
4,875
| – | – | 0.08% | 123 |
|
|
2024
Q4 | $223K | Hold |
4,875
| – | – | 0.08% | 118 |
|
|
2024
Q3 | $223K | Hold |
4,875
| – | – | 0.08% | 116 |
|
|
2024
Q2 | $215K | Hold |
4,875
| – | – | 0.09% | 110 |
|
|
2024
Q1 | $204K | Buy |
+4,875
| New | +$204K | 0.08% | 111 |
|