WLPWM
Walled Lake Planning & Wealth Management’s Magna International MGA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,073
| Closed | -$81K | – | 232 |
|
|
2021
Q3 | $81K | Buy |
1,073
+5
| +0.5% | +$377 | 0.05% | 134 |
|
|
2021
Q2 | $99K | Buy |
1,068
+4
| +0.4% | +$371 | 0.06% | 118 |
|
|
2021
Q1 | $94K | Buy |
1,064
+4
| +0.4% | +$353 | 0.07% | 112 |
|
|
2020
Q4 | $75K | Buy |
1,060
+6
| +0.6% | +$425 | 0.06% | 111 |
|
|
2020
Q3 | $48K | Buy |
1,054
+7
| +0.7% | +$319 | 0.04% | 126 |
|
|
2020
Q2 | $47K | Buy |
1,047
+8
| +0.8% | +$359 | 0.04% | 116 |
|
|
2020
Q1 | $33K | Buy |
1,039
+14
| +1% | +$445 | 0.03% | 124 |
|
|
2019
Q4 | $56K | Buy |
+1,025
| New | +$56K | 0.04% | 109 |
|