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Total Wealth Planning & Management’s Ryder R Stock Holding History

Total Wealth Planning & Management’s Portfolio R Stock Details R Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$441K Buy
2,773
+307
+12% +$48.8K 0.36% 98
2025
Q1 		$355K Buy
2,466
+5
+0.2% +$719 0.34% 100
2024
Q4 		$386K Buy
+2,461
New +$386K 0.35% 88