WLPWM
SCD
Walled Lake Planning & Wealth Management’s LMP Capital and Income Fund SCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-84
| Closed | -$1K | – | 369 |
|
|
2020
Q4 | $1K | Sell |
84
-75
| -47% | -$893 | ﹤0.01% | 311 |
|
|
2020
Q3 | $2K | Buy |
159
+4
| +3% | +$50 | ﹤0.01% | 299 |
|
|
2020
Q2 | $2K | Buy |
155
+6
| +4% | +$77 | ﹤0.01% | 294 |
|
|
2020
Q1 | $1K | Buy |
+149
| New | +$1K | ﹤0.01% | 308 |
|