Walled Lake Planning & Wealth Management, LLC FLAHERTY & CRUMRINE DYNAMIC PF SHS Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $258 Million
  • Q1 2025
Number of Shares
10,950
Previous 10,950 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
N/A
10,950 New
10,950 $0
Q2 2023

Aug 11, 2023
BUY
N/A
14,375 New
14,375 $0
Q4 2021

Feb 10, 2022
SELL
N/A
-3,850 Closed
0 $0
Q3 2020

Nov 13, 2020
BUY
N/A
3,850 New
3,850 $105,000
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