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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-22,271
Closed -$267K – 140
2025
Q3 		$267K Hold
22,271
– – 0.09% 117
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 +$315K 0.11% 99

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