WLPWM
Walled Lake Planning & Wealth Management’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,272
| Closed | -$28K | – | 215 |
|
|
2021
Q3 | $28K | Sell |
1,272
-102
| -7% | -$2.25K | 0.02% | 197 |
|
|
2021
Q2 | $28K | Buy |
1,374
+9
| +0.7% | +$183 | 0.02% | 186 |
|
|
2021
Q1 | $27K | Buy |
1,365
+9
| +0.7% | +$178 | 0.02% | 176 |
|
|
2020
Q4 | $22K | Buy |
1,356
+12
| +0.9% | +$195 | 0.02% | 170 |
|
|
2020
Q3 | $16K | Buy |
1,344
+15
| +1% | +$179 | 0.01% | 186 |
|
|
2020
Q2 | $16K | Sell |
1,329
-186,856
| -99% | -$2.25M | 0.01% | 169 |
|
|
2020
Q1 | $1.95M | Sell |
188,185
-12,871
| -6% | -$133K | 1.78% | 21 |
|
|
2019
Q4 | $4.07M | Buy |
+201,056
| New | +$4.07M | 2.94% | 18 |
|