WLPWM
Walled Lake Planning & Wealth Management’s Yelp YELP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,568
| Closed | -$96K | – | 319 |
|
|
2021
Q3 | $96K | Buy |
2,568
+443
| +21% | +$16.6K | 0.06% | 125 |
|
|
2021
Q2 | $85K | Hold |
2,125
| – | – | 0.06% | 128 |
|
|
2021
Q1 | $83K | Hold |
2,125
| – | – | 0.06% | 125 |
|
|
2020
Q4 | $69K | Hold |
2,125
| – | – | 0.05% | 120 |
|
|
2020
Q3 | $43K | Hold |
2,125
| – | – | 0.03% | 135 |
|
|
2020
Q2 | $49K | Sell |
2,125
-1,575
| -43% | -$36.3K | 0.04% | 111 |
|
|
2020
Q1 | $67K | Buy |
3,700
+300
| +9% | +$5.43K | 0.06% | 92 |
|
|
2019
Q4 | $118K | Buy |
+3,400
| New | +$118K | 0.09% | 84 |
|