WLPWM
AOD

Walled Lake Planning & Wealth Management’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio AOD Stock Details AOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-512
Closed -$5K – 313
2020
Q4 		$5K Sell
512
-498
-49% -$4.86K ﹤0.01% 245
2020
Q3 		$8K Buy
1,010
+22
+2% +$174 0.01% 224
2020
Q2 		$8K Buy
988
+23
+2% +$186 0.01% 209
2020
Q1 		$6K Buy
+965
New +$6K 0.01% 213