Total Wealth Planning & Management’s Uranium Energy UEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$597K Buy
87,730
+1,100
+1% +$7.48K 0.48% 65
2025
Q1
$414K Sell
86,630
-900
-1% -$4.3K 0.39% 84
2024
Q4
$586K Buy
+87,530
New +$586K 0.53% 56