Walled Lake Planning & Wealth Management’s Ichor Holdings ICHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,900
| Closed | -$119K | – | 197 |
|
|
2021
Q3 | $119K | Hold |
2,900
| – | – | 0.07% | 106 |
|
|
2021
Q2 | $156K | Hold |
2,900
| – | – | 0.1% | 87 |
|
|
2021
Q1 | $156K | Hold |
2,900
| – | – | 0.11% | 82 |
|
|
2020
Q4 | $87K | Hold |
2,900
| – | – | 0.07% | 105 |
|
|
2020
Q3 | $63K | Hold |
2,900
| – | – | 0.05% | 112 |
|
|
2020
Q2 | $77K | Hold |
2,900
| – | – | 0.06% | 95 |
|
|
2020
Q1 | $56K | Hold |
2,900
| – | – | 0.05% | 98 |
|
|
2019
Q4 | $96K | Buy |
+2,900
| New | +$96K | 0.07% | 93 |
|