WLPWM
Walled Lake Planning & Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-149
| Closed | -$63K | – | 282 |
|
|
2021
Q3 | $63K | Hold |
149
| – | – | 0.04% | 150 |
|
|
2021
Q2 | $61K | Hold |
149
| – | – | 0.04% | 146 |
|
|
2021
Q1 | $53K | Hold |
149
| – | – | 0.04% | 143 |
|
|
2020
Q4 | $49K | Buy |
149
+1
| +0.7% | +$329 | 0.04% | 134 |
|
|
2020
Q3 | $54K | Hold |
148
| – | – | 0.04% | 118 |
|
|
2020
Q2 | $49K | Hold |
148
| – | – | 0.04% | 110 |
|
|
2020
Q1 | $36K | Hold |
148
| – | – | 0.03% | 117 |
|
|
2019
Q4 | $40K | Buy |
+148
| New | +$40K | 0.03% | 128 |
|