WLPWM
Walled Lake Planning & Wealth Management’s Infosys INFY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,003
| Closed | -$134K | – | 200 |
|
|
2021
Q3 | $134K | Hold |
6,003
| – | – | 0.08% | 98 |
|
|
2021
Q2 | $127K | Hold |
6,003
| – | – | 0.08% | 97 |
|
|
2021
Q1 | $112K | Hold |
6,003
| – | – | 0.08% | 102 |
|
|
2020
Q4 | $102K | Sell |
6,003
-1,597
| -21% | -$27.1K | 0.08% | 100 |
|
|
2020
Q3 | $105K | Hold |
7,600
| – | – | 0.09% | 93 |
|
|
2020
Q2 | $73K | Hold |
7,600
| – | – | 0.06% | 96 |
|
|
2020
Q1 | $62K | Hold |
7,600
| – | – | 0.06% | 94 |
|
|
2019
Q4 | $78K | Buy |
+7,600
| New | +$78K | 0.06% | 100 |
|