WLPWM
Walled Lake Planning & Wealth Management’s Kohl's KSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,781
| Closed | -$178K | – | 219 |
|
|
2021
Q3 | $178K | Buy |
3,781
+9
| +0.2% | +$424 | 0.11% | 83 |
|
|
2021
Q2 | $208K | Buy |
3,772
+5
| +0.1% | +$276 | 0.14% | 75 |
|
|
2021
Q1 | $225K | Buy |
3,767
+5
| +0.1% | +$299 | 0.16% | 67 |
|
|
2020
Q4 | $153K | Hold |
3,762
| – | – | 0.12% | 80 |
|
|
2020
Q3 | $70K | Hold |
3,762
| – | – | 0.06% | 106 |
|
|
2020
Q2 | $78K | Sell |
3,762
-3
| -0.1% | -$62 | 0.07% | 94 |
|
|
2020
Q1 | $55K | Buy |
3,765
+361
| +11% | +$5.27K | 0.05% | 100 |
|
|
2019
Q4 | $173K | Buy |
+3,404
| New | +$173K | 0.12% | 68 |
|