WLPWM
EOD

Walled Lake Planning & Wealth Management’s Allspring Global Dividend Opportunity Fund EOD Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio EOD Stock Details EOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-316
Closed -$2K – 331
2020
Q4 		$2K Sell
316
-297
-48% -$1.88K ﹤0.01% 280
2020
Q3 		$3K Buy
613
+20
+3% +$98 ﹤0.01% 275
2020
Q2 		$3K Buy
593
+22
+4% +$111 ﹤0.01% 262
2020
Q1 		$2K Buy
+571
New +$2K ﹤0.01% 271