WLPWM
Walled Lake Planning & Wealth Management’s Oshkosh OSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-34
| Closed | -$4K | – | 251 |
|
|
2021
Q3 | $4K | Hold |
34
| – | – | ﹤0.01% | 293 |
|
|
2021
Q2 | $4K | Hold |
34
| – | – | ﹤0.01% | 279 |
|
|
2021
Q1 | $4K | Sell |
34
-35
| -51% | -$4.12K | ﹤0.01% | 270 |
|
|
2020
Q4 | $6K | Hold |
69
| – | – | ﹤0.01% | 240 |
|
|
2020
Q3 | $5K | Buy |
69
+1
| +1% | +$72 | ﹤0.01% | 255 |
|
|
2020
Q2 | $5K | Hold |
68
| – | – | ﹤0.01% | 242 |
|
|
2020
Q1 | $4K | Hold |
68
| – | – | ﹤0.01% | 248 |
|
|
2019
Q4 | $6K | Buy |
+68
| New | +$6K | ﹤0.01% | 228 |
|