WLPWM
Walled Lake Planning & Wealth Management’s Hologic HOLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-600
| Closed | -$44K | – | 191 |
|
|
2021
Q3 | $44K | Hold |
600
| – | – | 0.03% | 170 |
|
|
2021
Q2 | $40K | Hold |
600
| – | – | 0.03% | 164 |
|
|
2021
Q1 | $45K | Hold |
600
| – | – | 0.03% | 150 |
|
|
2020
Q4 | $44K | Hold |
600
| – | – | 0.03% | 141 |
|
|
2020
Q3 | $40K | Hold |
600
| – | – | 0.03% | 139 |
|
|
2020
Q2 | $34K | Hold |
600
| – | – | 0.03% | 127 |
|
|
2020
Q1 | $21K | Hold |
600
| – | – | 0.02% | 141 |
|
|
2019
Q4 | $31K | Buy |
+600
| New | +$31K | 0.02% | 137 |
|