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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$267K	Hold
2025 Q2	$281K	Hold
2025 Q1	$286K	Hold
2024 Q4	$300K	Hold
2024 Q3	$298K	Buy