WLPWM
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Walled Lake Planning & Wealth Management’s Five Below FIVE Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-266
Closed -$47K – 176
2021
Q3 		$47K Buy
+266
New +$47K 0.03% 167