WealthPlan Investment Management’s Steelcase SCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-11,890
Closed -$91K 548
2022
Q4
$91K Sell
11,890
-1,352
-10% -$10.3K 0.01% 383
2022
Q3
$94K Buy
+13,242
New +$94K 0.01% 362