WLPWM
IDE

Walled Lake Planning & Wealth Management’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio IDE Stock Details IDE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-6
Closed – – 338
2020
Q4 		$0 Sell
6
-7
-54% – ﹤0.01% 333
2020
Q3 		$0 Buy
13
+1
+8% – ﹤0.01% 350
2020
Q2 		$0 Hold
12
– – ﹤0.01% 352
2020
Q1 		$0 Buy
+12
New – ﹤0.01% 345