Walled Lake Planning & Wealth Management’s Wrap Technologies WRAP Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio WRAP Stock Details WRAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$19.1K	Buy
2022 Q4	–	Sell
2022 Q3	$19K	Hold
2022 Q2	$21K	Hold
2022 Q1	$30K	Buy
2021 Q4	$42K	Buy
2021 Q3	$62K	Hold
2021 Q2	$81K	Buy
2021 Q1	$2K	Buy