WLPWM
Walled Lake Planning & Wealth Management’s DXC Technology DXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,404
| Closed | -$81K | – | 160 |
|
|
2021
Q3 | $81K | Hold |
2,404
| – | – | 0.05% | 133 |
|
|
2021
Q2 | $94K | Buy |
2,404
+172
| +8% | +$6.73K | 0.06% | 123 |
|
|
2021
Q1 | $70K | Hold |
2,232
| – | – | 0.05% | 132 |
|
|
2020
Q4 | $57K | Hold |
2,232
| – | – | 0.04% | 128 |
|
|
2020
Q3 | $40K | Hold |
2,232
| – | – | 0.03% | 138 |
|
|
2020
Q2 | $37K | Buy |
2,232
+4
| +0.2% | +$66 | 0.03% | 125 |
|
|
2020
Q1 | $29K | Buy |
2,228
+1,893
| +565% | +$24.6K | 0.03% | 131 |
|
|
2019
Q4 | $13K | Buy |
+335
| New | +$13K | 0.01% | 183 |
|