WLPWM
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Walled Lake Planning & Wealth Management’s Fortive FTV Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio FTV Stock Details FTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-72
Closed -$3K – 347
2020
Q1 		$3K Sell
72
-359
-83% -$15K ﹤0.01% 257
2019
Q4 		$28K Buy
+431
New +$28K 0.02% 145