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Walled Lake Planning & Wealth Management’s Bakkt Inc BKKT Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio BKKT Stock Details BKKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,499
Closed -$17.2K – 126
2024
Q1 		$17.2K Hold
1,499
– – 0.01% 118
2023
Q4 		$83.6K Buy
+1,499
New +$51.9K 0.04% 103

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Walled Lake Planning & Wealth Management's BKKT Position: Q2 2024 in Review

Walled Lake Planning & Wealth Management sold out of Bakkt Inc (BKKT) in Q2 2024, closing a stake of 1,499 shares — an estimated $17.2K sold.

Walled Lake Planning & Wealth Management first reported a position in BKKT in Q4 2023 and held it in 2 quarters. The position peaked at $83.6K in Q4 2023. 56 funds tracked by Wall St. Rank hold BKKT as of Q2 2024.

  • Walled Lake Planning & Wealth Management reported no remaining Bakkt Inc position as of Q2 2024 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 1,499 Bakkt Inc shares in Q2 2024, an estimated $17.2K.
  • Walled Lake Planning & Wealth Management first reported a position in Bakkt Inc in Q4 2023 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's Bakkt Inc position peaked at $83.6K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held Bakkt Inc as of Q2 2024.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.