WLPWM
NFJ

Walled Lake Planning & Wealth Management’s Virtus Dividend, Interest & Premium Strategy Fund NFJ Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio NFJ Stock Details NFJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-347
Closed -$5K – 359
2020
Q4 		$5K Sell
347
-348
-50% -$5.01K ﹤0.01% 254
2020
Q3 		$8K Buy
695
+13
+2% +$150 0.01% 231
2020
Q2 		$8K Buy
682
+14
+2% +$164 0.01% 220
2020
Q1 		$6K Buy
+668
New +$6K 0.01% 222