Walled Lake Planning & Wealth Management’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
+173
| New | +$232K | 0.08% | 119 |
|
|
2022
Q1 | – | Sell |
-363
| Closed | -$219K | – | 96 |
|
|
2021
Q4 | $219K | Hold |
363
| – | – | 0.13% | 88 |
|
|
2021
Q3 | $222K | Hold |
363
| – | – | 0.14% | 72 |
|
|
2021
Q2 | $192K | Hold |
363
| – | – | 0.12% | 78 |
|
|
2021
Q1 | $189K | Hold |
363
| – | – | 0.13% | 76 |
|
|
2020
Q4 | $196K | Buy |
363
+102
| +39% | +$55.1K | 0.15% | 69 |
|
|
2020
Q3 | $131K | Hold |
261
| – | – | 0.11% | 85 |
|
|
2020
Q2 | $119K | Buy |
261
+113
| +76% | +$51.5K | 0.1% | 84 |
|
|
2020
Q1 | $56K | Sell |
148
-95
| -39% | -$35.9K | 0.05% | 99 |
|
|
2019
Q4 | $79K | Buy |
+243
| New | +$79K | 0.06% | 99 |
|