WKWM
Walter & Keenan Wealth Management’s Autoliv ALV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,000
| Closed | -$292K | – | 174 |
|
|
2018
Q1 | $292K | Hold |
2,000
| – | – | 0.13% | 133 |
|
|
2017
Q4 | $254K | Hold |
2,000
| – | – | 0.11% | 150 |
|
|
2017
Q3 | $247K | Hold |
2,000
| – | – | 0.11% | 143 |
|
|
2017
Q2 | $220K | Hold |
2,000
| – | – | 0.11% | 145 |
|
|
2017
Q1 | $205K | Sell |
2,000
-18,000
| -90% | -$1.85M | 0.11% | 137 |
|
|
2016
Q4 | $226K | Buy |
20,000
+18,000
| +900% | +$203K | 0.12% | 131 |
|
|
2016
Q3 | $214K | Hold |
2,000
| – | – | 0.12% | 130 |
|
|
2016
Q2 | $215K | Hold |
2,000
| – | – | 0.12% | 127 |
|
|
2016
Q1 | $237K | Hold |
2,000
| – | – | 0.14% | 118 |
|
|
2015
Q4 | $250K | Hold |
2,000
| – | – | 0.15% | 117 |
|
|
2015
Q3 | $218K | Hold |
2,000
| – | – | 0.13% | 125 |
|
|
2015
Q2 | $234K | Hold |
2,000
| – | – | 0.14% | 127 |
|
|
2015
Q1 | $236K | Hold |
2,000
| – | – | 0.13% | 123 |
|
|
2014
Q4 | $212K | Buy |
+2,000
| New | +$212K | 0.12% | 129 |
|
|
2014
Q3 | – | Sell |
-2,000
| Closed | -$213K | – | 145 |
|
|
2014
Q2 | $213K | Sell |
2,000
-4,000
| -67% | -$426K | 0.11% | 138 |
|
|
2014
Q1 | $602K | Buy |
+6,000
| New | +$602K | 0.33% | 73 |
|