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Walled Lake Planning & Wealth Management’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio NPCT Stock Details NPCT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-19,450
Closed -$178K – 111
2023
Q3 		$178K Hold
19,450
– – 0.09% 100
2023
Q2 		$194K Buy
+19,450
New +$194K 0.09% 97