SWRP
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Summit Wealth & Retirement Planning’s Palantir PLTR Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio PLTR Stock Details PLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,000
Closed -$64.2K – 112
2022
Q4 		$64.2K Hold
10,000
– – 0.03% 102
2022
Q3 		$81K Hold
10,000
– – 0.03% 104
2022
Q2 		$91K Hold
10,000
– – 0.03% 109
2022
Q1 		$137K Buy
+10,000
New +$137K 0.05% 99