WLPWM
STEW

Walled Lake Planning & Wealth Management’s SRH Total Return Fund STEW Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-40
Closed – – 370
2020
Q4 		$0 Sell
40
-39
-49% – ﹤0.01% 350
2020
Q3 		$1K Buy
79
+1
+1% +$13 ﹤0.01% 328
2020
Q2 		$1K Buy
78
+1
+1% +$13 ﹤0.01% 323
2020
Q1 		$1K Buy
+77
New +$1K ﹤0.01% 311