WLPWM
Walled Lake Planning & Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-30,936
| Closed | -$1.2M | – | 103 |
|
|
2023
Q1 | $1.2M | Buy |
30,936
+6,287
| +26% | +$244K | 0.63% | 36 |
|
|
2022
Q4 | $971K | Sell |
24,649
-66,351
| -73% | -$2.61M | 0.66% | 31 |
|
|
2022
Q3 | $3.46M | Buy |
91,000
+3,931
| +5% | +$149K | 2.41% | 20 |
|
|
2022
Q2 | $4.42M | Buy |
87,069
+4,218
| +5% | +$214K | 3.04% | 14 |
|
|
2022
Q1 | $4.22M | Buy |
82,851
+2,682
| +3% | +$137K | 2.51% | 17 |
|
|
2021
Q4 | $4.17M | Buy |
80,169
+723
| +0.9% | +$37.6K | 2.42% | 18 |
|
|
2021
Q3 | $4.29M | Buy |
79,446
+2,509
| +3% | +$136K | 2.65% | 16 |
|
|
2021
Q2 | $4.31M | Buy |
76,937
+1,155
| +2% | +$64.7K | 2.8% | 14 |
|
|
2021
Q1 | $4.41M | Buy |
75,782
+1,500
| +2% | +$87.2K | 3.06% | 12 |
|
|
2020
Q4 | $4.36M | Sell |
74,282
-397
| -0.5% | -$23.3K | 3.32% | 10 |
|
|
2020
Q3 | $4.44M | Buy |
74,679
+348
| +0.5% | +$20.7K | 3.6% | 9 |
|
|
2020
Q2 | $4.1M | Sell |
74,331
-980
| -1% | -$54K | 3.43% | 12 |
|
|
2020
Q1 | $4.05M | Sell |
75,311
-1,059
| -1% | -$56.9K | 3.7% | 12 |
|
|
2019
Q4 | $4.69M | Buy |
+76,370
| New | +$4.69M | 3.38% | 14 |
|