WLPWM
ISD
Walled Lake Planning & Wealth Management’s PGIM High Yield Bond Fund ISD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-90
| Closed | -$1K | – | 342 |
|
|
2020
Q4 | $1K | Sell |
90
-86
| -49% | -$956 | ﹤0.01% | 304 |
|
|
2020
Q3 | $2K | Buy |
176
+4
| +2% | +$45 | ﹤0.01% | 293 |
|
|
2020
Q2 | $2K | Buy |
172
+4
| +2% | +$47 | ﹤0.01% | 286 |
|
|
2020
Q1 | $2K | Buy |
+168
| New | +$2K | ﹤0.01% | 275 |
|