Walled Lake Planning & Wealth Management’s Dolby DLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-305
| Closed | -$27K | – | 154 |
|
|
2021
Q3 | $27K | Buy |
305
+1
| +0.3% | +$89 | 0.02% | 200 |
|
|
2021
Q2 | $30K | Hold |
304
| – | – | 0.02% | 183 |
|
|
2021
Q1 | $30K | Buy |
304
+1
| +0.3% | +$99 | 0.02% | 173 |
|
|
2020
Q4 | $29K | Buy |
303
+1
| +0.3% | +$96 | 0.02% | 153 |
|
|
2020
Q3 | $20K | Buy |
302
+1
| +0.3% | +$66 | 0.02% | 168 |
|
|
2020
Q2 | $20K | Buy |
301
+1
| +0.3% | +$66 | 0.02% | 153 |
|
|
2020
Q1 | $16K | Buy |
300
+1
| +0.3% | +$53 | 0.01% | 151 |
|
|
2019
Q4 | $21K | Buy |
+299
| New | +$21K | 0.02% | 158 |
|