WLPWM
Walled Lake Planning & Wealth Management’s Norwegian Cruise Line NCLH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,120
| Closed | -$30K | – | 238 |
|
|
2021
Q3 | $30K | Hold |
1,120
| – | – | 0.02% | 194 |
|
|
2021
Q2 | $33K | Hold |
1,120
| – | – | 0.02% | 177 |
|
|
2021
Q1 | $31K | Hold |
1,120
| – | – | 0.02% | 172 |
|
|
2020
Q4 | $28K | Hold |
1,120
| – | – | 0.02% | 157 |
|
|
2020
Q3 | $19K | Hold |
1,120
| – | – | 0.02% | 175 |
|
|
2020
Q2 | $18K | Sell |
1,120
-600
| -35% | -$9.64K | 0.02% | 163 |
|
|
2020
Q1 | $19K | Buy |
1,720
+925
| +116% | +$10.2K | 0.02% | 145 |
|
|
2019
Q4 | $46K | Buy |
+795
| New | +$46K | 0.03% | 122 |
|