WLPWM
Walled Lake Planning & Wealth Management’s WIX.com WIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-29
| Closed | -$6K | – | 313 |
|
|
2021
Q3 | $6K | Hold |
29
| – | – | ﹤0.01% | 286 |
|
|
2021
Q2 | $8K | Hold |
29
| – | – | 0.01% | 261 |
|
|
2021
Q1 | $8K | Hold |
29
| – | – | 0.01% | 253 |
|
|
2020
Q4 | $7K | Hold |
29
| – | – | 0.01% | 235 |
|
|
2020
Q3 | $7K | Hold |
29
| – | – | 0.01% | 242 |
|
|
2020
Q2 | $7K | Buy |
+29
| New | +$7K | 0.01% | 233 |
|