WLPWM
AGD

Walled Lake Planning & Wealth Management’s abrdn Global Dynamic Dividend Fund AGD Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio AGD Stock Details AGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-10
Closed – – 310
2020
Q4 		$0 Sell
10
-10
-50% – ﹤0.01% 317
2020
Q3 		$0 Hold
20
– – ﹤0.01% 337
2020
Q2 		$0 Buy
20
+1
+5% – ﹤0.01% 333
2020
Q1 		$0 Buy
+19
New – ﹤0.01% 321