Abound Wealth Management’s ePlus PLUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$145 Hold
2
﹤0.01% 1147
2025
Q1
$123 Hold
2
﹤0.01% 1181
2024
Q4
$148 Sell
2
-2
-50% -$148 ﹤0.01% 1171
2024
Q3
$394 Sell
4
-2
-33% -$197 ﹤0.01% 916
2024
Q2
$443 Hold
6
﹤0.01% 862
2024
Q1
$472 Hold
6
﹤0.01% 910
2023
Q4
$480 Sell
6
-2
-25% -$160 ﹤0.01% 931
2023
Q3
$509 Hold
8
﹤0.01% 805
2023
Q2
$451 Buy
+8
New +$451 ﹤0.01% 879