WLPWM
Walled Lake Planning & Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-105
| Closed | -$10K | – | 235 |
|
|
2021
Q3 | $10K | Hold |
105
| – | – | 0.01% | 257 |
|
|
2021
Q2 | $10K | Hold |
105
| – | – | 0.01% | 242 |
|
|
2021
Q1 | $8K | Hold |
105
| – | – | 0.01% | 249 |
|
|
2020
Q4 | $7K | Hold |
105
| – | – | 0.01% | 233 |
|
|
2020
Q3 | $5K | Hold |
105
| – | – | ﹤0.01% | 254 |
|
|
2020
Q2 | $5K | Hold |
105
| – | – | ﹤0.01% | 241 |
|
|
2020
Q1 | $4K | Hold |
105
| – | – | ﹤0.01% | 246 |
|
|
2019
Q4 | $5K | Buy |
+105
| New | +$5K | ﹤0.01% | 234 |
|