WIM
NYC

WealthPlan Investment Management’s American Strategic Investment Co NYC Stock Holding History

WealthPlan Investment Management’s Portfolio NYC Stock Details NYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-125
Closed -$989 – 285
2023
Q2 		$989 Hold
125
– – ﹤0.01% 334
2023
Q1 		$1.07K Buy
+125
New +$1.07K ﹤0.01% 406