WLPWM
POTX

Walled Lake Planning & Wealth Management’s Global X Cannabis ETF POTX Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio POTX Stock Details POTX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-4,000
Closed -$36K – 390
2020
Q1 		$36K Hold
4,000
– – 0.03% 118
2019
Q4 		$60K Buy
+4,000
New +$60K 0.04% 107