WLPWM
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Walled Lake Planning & Wealth Management’s Thomson Reuters TRI Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-43
Closed -$5K – 345
2021
Q2 		$5K Hold
43
– – ﹤0.01% 272
2021
Q1 		$4K Hold
43
– – ﹤0.01% 271
2020
Q4 		$4K Hold
43
– – ﹤0.01% 260
2020
Q3 		$4K Hold
43
– – ﹤0.01% 271
2020
Q2 		$3K Buy
+43
New +$3K ﹤0.01% 270