WLPWM
PHD

Walled Lake Planning & Wealth Management’s Pioneer Floating Rate Fund PHD Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio PHD Stock Details PHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-18
Closed – – 361
2020
Q4 		$0 Sell
18
-17
-49% – ﹤0.01% 343
2020
Q3 		$0 Buy
35
+1
+3% – ﹤0.01% 358
2020
Q2 		$0 Buy
34
+1
+3% – ﹤0.01% 366
2020
Q1 		$0 Buy
+33
New – ﹤0.01% 361