WLPWM
Walled Lake Planning & Wealth Management’s PTC PTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3
| Closed | – | – | 265 |
|
|
2021
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 340 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 317 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 363 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 345 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 360 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 369 |
|
|
2020
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 363 |
|
|
2019
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 276 |
|