WLPWM
Walled Lake Planning & Wealth Management’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-100
| Closed | -$3K | – | 312 |
|
|
2021
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 277 |
|
|
2020
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 279 |
|
|
2020
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 291 |
|
|
2020
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 284 |
|
|
2020
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 270 |
|
|
2019
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 258 |
|