Strategic Wealth Partners’s Weis Markets WMK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,436	Closed	-$200K	–	281
2022 Q4	$200K	Buy	+2,436	New	+$200K	0.04%	250
2022 Q2	–	Sell	-2,814	Closed	-$201K	–	290
2022 Q1	$201K	Sell	2,814 -685	-20%	-$48.9K	0.04%	244
2021 Q4	$231K	Buy	+3,499	New	+$231K	0.04%	256