WLPWM
ACV

Walled Lake Planning & Wealth Management’s Virtus Diversified Income & Convertible Fund ACV Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio ACV Stock Details ACV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
2022
Q1 		$211K Hold
2021
Q4 		$267K Hold
2021
Q3 		$281K Hold
2021
Q2 		$288K Hold
2021
Q1 		$261K Hold
2020
Q4 		$271K Hold
2020
Q3 		$210K Buy
2020
Q2 		$104K Buy