Walled Lake Planning & Wealth Management’s Funko FNKO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-7,860
Closed -$143K 177
2021
Q3
$143K Hold
7,860
0.09% 94
2021
Q2
$167K Hold
7,860
0.11% 82
2021
Q1
$155K Hold
7,860
0.11% 83
2020
Q4
$82K Hold
7,860
0.06% 108
2020
Q3
$46K Hold
7,860
0.04% 128
2020
Q2
$46K Hold
7,860
0.04% 117
2020
Q1
$31K Buy
7,860
+1,730
+28% +$6.82K 0.03% 128
2019
Q4
$105K Buy
+6,130
New +$105K 0.08% 90