WLPWM
RA

Walled Lake Planning & Wealth Management’s Brookfield Real Assets Income Fund RA Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio RA Stock Details RA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-24
Closed – – 364
2020
Q4 		$0 Sell
24
-23
-49% – ﹤0.01% 346
2020
Q3 		$1K Buy
47
+2
+4% +$43 ﹤0.01% 323
2020
Q2 		$1K Buy
45
+1
+2% +$22 ﹤0.01% 316
2020
Q1 		$1K Buy
+44
New +$1K ﹤0.01% 303