WLPWM
Walled Lake Planning & Wealth Management’s Nuveen Variable Rate Preferred & Income Fund NPFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Hold |
11,767
| – | – | 0.07% | 125 |
|
|
2025
Q1 | $221K | Hold |
11,767
| – | – | 0.08% | 121 |
|
|
2024
Q4 | $215K | Hold |
11,767
| – | – | 0.08% | 120 |
|
|
2024
Q3 | $223K | Hold |
11,767
| – | – | 0.08% | 117 |
|
|
2024
Q2 | $216K | Hold |
11,767
| – | – | 0.09% | 108 |
|
|
2024
Q1 | $211K | Hold |
11,767
| – | – | 0.09% | 104 |
|
|
2023
Q4 | $191K | Hold |
11,767
| – | – | 0.09% | 101 |
|
|
2023
Q3 | $184K | Hold |
11,767
| – | – | 0.09% | 98 |
|
|
2023
Q2 | $182K | Hold |
11,767
| – | – | 0.09% | 98 |
|
|
2023
Q1 | $186K | Buy |
+11,767
| New | +$186K | 0.1% | 83 |
|