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Rise Advisors’s ePlus PLUS Stock Holding History

Rise Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-208
Closed -$15.4K – 1550
2024
Q4 		$15.4K Hold
208
– – 0.01% 815
2024
Q3 		$20.5K Hold
208
– – 0.01% 668
2024
Q2 		$15.3K Hold
208
– – 0.01% 813
2024
Q1 		$16.3K Buy
+208
New +$16.3K 0.01% 801