Walled Lake Planning & Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio AMLP Stock Details AMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$204K	Hold
2025 Q1	$217K	Hold
2024 Q4	$202K	Sell
2024 Q3	$219K	Hold
2024 Q2	$223K	Hold
2024 Q1	$221K	Buy
2021 Q1	–	Sell
2020 Q4	$5K	Sell
2020 Q3	$8K	Buy
2020 Q2	$10K	Buy
2020 Q1	$7K	Buy