WLPWM
Walled Lake Planning & Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-161
| Closed | -$44K | – | 143 |
|
|
2021
Q3 | $44K | Buy |
161
+1
| +0.6% | +$273 | 0.03% | 169 |
|
|
2021
Q2 | $39K | Hold |
160
| – | – | 0.03% | 167 |
|
|
2021
Q1 | $34K | Buy |
160
+70
| +78% | +$14.9K | 0.02% | 162 |
|
|
2020
Q4 | $20K | Hold |
90
| – | – | 0.02% | 177 |
|
|
2020
Q3 | $23K | Buy |
90
+34
| +61% | +$8.69K | 0.02% | 165 |
|
|
2020
Q2 | $10K | Buy |
56
+20
| +56% | +$3.57K | 0.01% | 199 |
|
|
2020
Q1 | $5K | Hold |
36
| – | – | ﹤0.01% | 228 |
|
|
2019
Q4 | $6K | Buy |
+36
| New | +$6K | ﹤0.01% | 225 |
|