WLPWM
MQT

Walled Lake Planning & Wealth Management’s BlackRock MuniYield Quality Fund II MQT Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio MQT Stock Details MQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-46
Closed -$1K – 354
2020
Q4 		$1K Sell
46
-45
-49% -$606 ﹤0.01% 307
2020
Q3 		$1K Buy
91
+1
+1% +$13 ﹤0.01% 320
2020
Q2 		$1K Buy
90
+1
+1% +$12 ﹤0.01% 312
2020
Q1 		$1K Buy
+89
New +$1.15K ﹤0.01% 301

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SIA
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AAM
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PPA
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Bank of America
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Stifel Financial
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Northwestern Mutual Wealth Management
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