Walled Lake Planning & Wealth Management’s El Pollo Loco LOCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-825
| Closed | -$14K | – | 224 |
|
|
2021
Q3 | $14K | Hold |
825
| – | – | 0.01% | 244 |
|
|
2021
Q2 | $15K | Hold |
825
| – | – | 0.01% | 226 |
|
|
2021
Q1 | $13K | Hold |
825
| – | – | 0.01% | 226 |
|
|
2020
Q4 | $15K | Hold |
825
| – | – | 0.01% | 197 |
|
|
2020
Q3 | $13K | Hold |
825
| – | – | 0.01% | 202 |
|
|
2020
Q2 | $12K | Hold |
825
| – | – | 0.01% | 185 |
|
|
2020
Q1 | $7K | Sell |
825
-2,365
| -74% | -$20.1K | 0.01% | 207 |
|
|
2019
Q4 | $48K | Buy |
+3,190
| New | +$48K | 0.03% | 116 |
|