Walled Lake Planning & Wealth Management’s Zillow Z Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell
2021 Q3	$231K	Hold
2021 Q2	$321K	Hold
2021 Q1	$340K	Buy
2020 Q4	$293K	Buy
2020 Q3	$163K	Buy