WIM
CSR

WealthPlan Investment Management’s Centerspace CSR Stock Holding History

WealthPlan Investment Management’s Portfolio CSR Stock Details CSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,193
Closed -$277K – 273
2024
Q4 		$277K Sell
4,193
-201
-5% -$13.3K 0.03% 227
2024
Q3 		$310K Buy
4,394
+398
+10% +$28K 0.03% 204
2024
Q2 		$270K Buy
+3,996
New +$270K 0.04% 160