WLPWM
Walled Lake Planning & Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-240
| Closed | -$15K | – | 281 |
|
|
2021
Q3 | $15K | Hold |
240
| – | – | 0.01% | 241 |
|
|
2021
Q2 | $15K | Hold |
240
| – | – | 0.01% | 229 |
|
|
2021
Q1 | $15K | Hold |
240
| – | – | 0.01% | 217 |
|
|
2020
Q4 | $15K | Hold |
240
| – | – | 0.01% | 200 |
|
|
2020
Q3 | $13K | Hold |
240
| – | – | 0.01% | 203 |
|
|
2020
Q2 | $12K | Hold |
240
| – | – | 0.01% | 188 |
|
|
2020
Q1 | $13K | Buy |
240
+2
| +0.8% | +$108 | 0.01% | 171 |
|
|
2019
Q4 | $15K | Buy |
+238
| New | +$15K | 0.01% | 177 |
|