Walled Lake Planning & Wealth Management, LLC Closed Holding Positions

Walled Lake Planning & Wealth Management, LLC

  • $226 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Global X Cannabis ETF
Q2 2020 Filed on Aug 18, 2020
4,000
N/A
VGT
Vanguard Information Technolog

ETFs
Q2 2020 Filed on Aug 18, 2020
100
$201.88 - $278.76 $20.2K - $27.9K
HCA
Hca Healthcare, Inc.

Healthcare
Q2 2020 Filed on Aug 18, 2020
0
$81.83 - $118.04 $0 - $0
VCIT
Vanguard Intermediate Term Cor

ETFs
Q2 2020 Filed on Aug 18, 2020
4
$86.24 - $95.36 $345 - $381
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q2 2020 Filed on Aug 18, 2020
11
$27.57 - $28.24 $303 - $311
IRM
Iron Mountain Inc

Real Estate
Q2 2020 Filed on Aug 18, 2020
77
$21.52 - $30.56 $1.66K - $2.35K
DOW
Dow Inc.

Basic Materials
Q2 2020 Filed on Aug 18, 2020
100
$27.04 - $45.9 $2.7K - $4.59K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q2 2020 Filed on Aug 18, 2020
59
$45.03 - $76.39 $2.66K - $4.51K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q2 2020 Filed on Aug 18, 2020
2
$34.17 - $39.35 $68.3 - $78.7
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
Q2 2020 Filed on Aug 18, 2020
0
$11.25 - $14.76 $0 - $0
LAZ
Lazard LTD

Financial Services
Q1 2020 Filed on May 15, 2020
2,150
$21.06 - $44.55 $45.3K - $95.8K
QCOM
Qualcomm Inc

Technology
Q1 2020 Filed on May 15, 2020
155
$60.91 - $95.91 $9.44K - $14.9K
Ak Stl Hldg Corp Com
Q1 2020 Filed on May 15, 2020
450
N/A
EMN
Eastman Chemical CO

Basic Materials
Q1 2020 Filed on May 15, 2020
107
$38.39 - $78.67 $4.11K - $8.42K
FMX
Mexican Economic Development Inc

Consumer Defensive
Q1 2020 Filed on May 15, 2020
51
$57.39 - $97.6 $2.93K - $4.98K
Care Com Inc Com
Q1 2020 Filed on May 15, 2020
9,095
N/A
AIG
American International Group, Inc.

Financial Services
Q1 2020 Filed on May 15, 2020
1
$18.78 - $54.47 $18.8 - $54.5
BP
Bp PLC

Energy
Q1 2020 Filed on May 15, 2020
266
$16.11 - $39.85 $4.29K - $10.6K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q1 2020 Filed on May 15, 2020
21
$28.46 - $63.5 $598 - $1.33K
NVAX
Novavax Inc

Healthcare
Q1 2020 Filed on May 15, 2020
100
$3.93 - $16.0 $393 - $1.6K
VRSK
Verisk Analytics, Inc.

Industrials
Q1 2020 Filed on May 15, 2020
30
$121.18 - $171.56 $3.64K - $5.15K
EMR
Emerson Electric CO

Industrials
Q1 2020 Filed on May 15, 2020
1,700
$38.08 - $77.87 $64.7K - $132K
NTRS
Northern Trust Corp

Financial Services
Q1 2020 Filed on May 15, 2020
0
$62.22 - $109.38 $0 - $0
CTVA
Corteva, Inc.

Basic Materials
Q1 2020 Filed on May 15, 2020
79
$20.74 - $31.71 $1.64K - $2.51K
DHR
Danaher Corp

Healthcare
Q1 2020 Filed on May 15, 2020
502
$121.39 - $169.05 $60.9K - $84.9K
DISH
Dish Network Corp

Communication Services
Q1 2020 Filed on May 15, 2020
250
$18.15 - $41.29 $4.54K - $10.3K
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