WKWM
Walter & Keenan Wealth Management’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,600
| Closed | -$258K | – | 153 |
|
|
2019
Q3 | $258K | Hold |
1,600
| – | – | 0.1% | 136 |
|
|
2019
Q2 | $265K | Hold |
1,600
| – | – | 0.12% | 127 |
|
|
2019
Q1 | $256K | Hold |
1,600
| – | – | 0.11% | 133 |
|
|
2018
Q4 | $210K | Buy |
+1,600
| New | +$210K | 0.09% | 143 |
|