WLPWM
XYZ

Walled Lake Planning & Wealth Management’s Block, Inc. XYZ Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-425
Closed -$102K – 323
2021
Q3 		$102K Hold
425
– – 0.06% 116
2021
Q2 		$104K Hold
425
– – 0.07% 112
2021
Q1 		$96K Buy
+425
New +$96K 0.07% 110