WLPWM
Walled Lake Planning & Wealth Management’s Wrap Technologies WRAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,089
| Closed | -$19.1K | – | 104 |
|
|
2023
Q1 | $19.1K | Buy |
+11,089
| New | +$19.1K | 0.01% | 87 |
|
|
2022
Q4 | – | Sell |
-11,089
| Closed | -$19K | – | 85 |
|
|
2022
Q3 | $19K | Hold |
11,089
| – | – | 0.01% | 77 |
|
|
2022
Q2 | $21K | Hold |
11,089
| – | – | 0.01% | 75 |
|
|
2022
Q1 | $30K | Buy |
11,089
+400
| +4% | +$1.08K | 0.02% | 90 |
|
|
2021
Q4 | $42K | Buy |
10,689
+339
| +3% | +$1.33K | 0.02% | 97 |
|
|
2021
Q3 | $62K | Hold |
10,350
| – | – | 0.04% | 151 |
|
|
2021
Q2 | $81K | Buy |
10,350
+10,000
| +2,857% | +$78.3K | 0.05% | 132 |
|
|
2021
Q1 | $2K | Buy |
+350
| New | +$2K | ﹤0.01% | 292 |
|