WKWM
Walter & Keenan Wealth Management’s BlackLine BL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,450
| Closed | -$374K | – | 143 |
|
|
2021
Q1 | $374K | Sell |
3,450
-400
| -10% | -$43.4K | 0.13% | 107 |
|
|
2020
Q4 | $514K | Hold |
3,850
| – | – | 0.19% | 93 |
|
|
2020
Q3 | $345K | Hold |
3,850
| – | – | 0.14% | 106 |
|
|
2020
Q2 | $319K | Buy |
+3,850
| New | +$319K | 0.13% | 111 |
|