WLPWM
Walled Lake Planning & Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-183
| Closed | -$13K | – | 147 |
|
|
2021
Q3 | $13K | Sell |
183
-44
| -19% | -$3.13K | 0.01% | 251 |
|
|
2021
Q2 | $17K | Hold |
227
| – | – | 0.01% | 213 |
|
|
2021
Q1 | $17K | Buy |
227
+1
| +0.4% | +$75 | 0.01% | 205 |
|
|
2020
Q4 | $17K | Sell |
226
-19
| -8% | -$1.43K | 0.01% | 189 |
|
|
2020
Q3 | $19K | Sell |
245
-60,467
| -100% | -$4.69M | 0.02% | 173 |
|
|
2020
Q2 | $4.93M | Sell |
60,712
-634
| -1% | -$51.5K | 4.13% | 7 |
|
|
2020
Q1 | $4.43M | Sell |
61,346
-1,093
| -2% | -$78.9K | 4.05% | 9 |
|
|
2019
Q4 | $5.17M | Buy |
+62,439
| New | +$5.17M | 3.73% | 7 |
|