WLPWM
FSD

Walled Lake Planning & Wealth Management’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio FSD Stock Details FSD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-27
Closed – – 380
2020
Q4 		$0 Sell
27
-26
-49% – ﹤0.01% 360
2020
Q3 		$1K Buy
53
+2
+4% +$38 ﹤0.01% 332
2020
Q2 		$1K Buy
51
+1
+2% +$20 ﹤0.01% 327
2020
Q1 		$1K Buy
+50
New +$1K ﹤0.01% 316