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Walled Lake Planning & Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio MFIC Stock Details MFIC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$281K Hold
22,271
– – 0.09% 109
2025
Q1 		$286K Hold
22,271
– – 0.1% 103
2024
Q4 		$300K Hold
22,271
– – 0.11% 109
2024
Q3 		$298K Buy
+22,271
New +$298K 0.11% 99