SIS
WE

Strategic Investment Solutions’s WeWork Inc. WE Stock Holding History

Strategic Investment Solutions’s Portfolio WE Stock Details WE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$16 Sell
56
-101,548
-100% -$217K ﹤0.01% 1113
2023
Q3 		$24.6K Buy
101,604
+101,547
+178,153% +$697K ﹤0.01% 643
2023
Q2 		$438 Hold
57
– – ﹤0.01% 815
2023
Q1 		$1.78K Buy
+57
New +$3.11K ﹤0.01% 886

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XT
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SCM
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VSI
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Barclays
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QC
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IPW
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LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
NC
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