IFP Advisors’s ePlus PLUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.51K | Hold |
60
| – | – | ﹤0.01% | 3587 |
|
|
2025
Q4 | $5.26K | Hold |
60
| – | – | ﹤0.01% | 3387 |
|
|
2025
Q3 | $4.26K | Sell |
60
-4
| -6% | -$282 | ﹤0.01% | 3344 |
|
|
2025
Q2 | $4.61K | Buy |
+64
| New | +$4.21K | ﹤0.01% | 3445 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$74 | – | 4605 |
|
|
2024
Q4 | $74 | Buy |
+1
| New | +$87 | ﹤0.01% | 4136 |
|
|
2023
Q1 | – | Sell |
-219
| Closed | -$20K | – | 4173 |
|
|
2022
Q4 | $20K | Buy |
219
+72
| +49% | +$3.36K | ﹤0.01% | 2887 |
|
|
2022
Q3 | $24K | Sell |
147
-59
| -29% | -$2.89K | ﹤0.01% | 2933 |
|
|
2022
Q2 | $30K | Hold |
206
| – | – | ﹤0.01% | 2532 |
|
|
2022
Q1 | $30K | Buy |
+206
| New | +$10.2K | ﹤0.01% | 2532 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4312 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4062 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3972 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3795 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3669 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3500 |
|
|
2020
Q1 | – | Sell |
-56
| Closed | -$2.13K | – | 3455 |
|
|
2019
Q4 | $2K | Buy |
+56
| New | +$2.28K | ﹤0.01% | 2537 |
|
|
2017
Q1 | – | Sell |
-1,948
| Closed | -$56K | – | 4098 |
|
|
2016
Q4 | $56K | Sell |
1,948
-32
| -2% | -$830 | ﹤0.01% | 1820 |
|
|
2016
Q3 | $47K | Buy |
1,980
+20
| +1% | +$435 | ﹤0.01% | 1859 |
|
|
2016
Q2 | $40K | Buy |
+1,960
| New | +$40.7K | ﹤0.01% | 1913 |
|
|
2016
Q1 | – | Sell |
-1,740
| Closed | -$41K | – | 3150 |
|
|
2015
Q4 | $41K | Buy |
+1,740
| New | +$39.1K | ﹤0.01% | 1736 |
|
Other funds holding PLUS
RRAM
VCM
VPM
AC
GCM