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Walled Lake Planning & Wealth Management’s Verisk Analytics VRSK Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio VRSK Stock Details VRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-30
Closed -$4K – 366
2019
Q4 		$4K Buy
+30
New +$4.45K ﹤0.01% 243

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Walled Lake Planning & Wealth Management's VRSK Position: Q1 2020 in Review

Walled Lake Planning & Wealth Management sold out of Verisk Analytics (VRSK) in Q1 2020, closing a stake of 30 shares — an estimated $4K sold.

Walled Lake Planning & Wealth Management first reported a position in VRSK in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 647 funds tracked by Wall St. Rank hold VRSK as of Q1 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Verisk Analytics position as of Q1 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 30 Verisk Analytics shares in Q1 2020, an estimated $4K.
  • Walled Lake Planning & Wealth Management first reported a position in Verisk Analytics in Q4 2019 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's Verisk Analytics position peaked at $4K in Q4 2019.
  • 647 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.