WLPWM
Walled Lake Planning & Wealth Management’s Cleveland-Cliffs CLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-384
| Closed | -$8K | – | 139 |
|
|
2021
Q3 | $8K | Hold |
384
| – | – | ﹤0.01% | 268 |
|
|
2021
Q2 | $8K | Hold |
384
| – | – | 0.01% | 255 |
|
|
2021
Q1 | $8K | Hold |
384
| – | – | 0.01% | 244 |
|
|
2020
Q4 | $6K | Hold |
384
| – | – | ﹤0.01% | 236 |
|
|
2020
Q3 | $2K | Hold |
384
| – | – | ﹤0.01% | 289 |
|
|
2020
Q2 | $2K | Buy |
384
+5
| +1% | +$26 | ﹤0.01% | 281 |
|
|
2020
Q1 | $1K | Buy |
379
+181
| +91% | +$478 | ﹤0.01% | 289 |
|
|
2019
Q4 | $2K | Buy |
+198
| New | +$2K | ﹤0.01% | 256 |
|