WLPWM
TEAF

Walled Lake Planning & Wealth Management’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio TEAF Stock Details TEAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5
Closed – – 371
2020
Q4 		$0 Sell
5
-6
-55% – ﹤0.01% 353
2020
Q3 		$0 Buy
11
+1
+10% – ﹤0.01% 363
2020
Q2 		$0 Hold
10
– – ﹤0.01% 374
2020
Q1 		$0 Buy
+10
New – ﹤0.01% 369