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WealthPlan Investment Management’s United States Natural Gas Fund UNG Stock Holding History

WealthPlan Investment Management’s Portfolio UNG Stock Details UNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-125
Closed -$3.71K – 347
2023
Q2 		$3.71K Hold
125
– – ﹤0.01% 308
2023
Q1 		$3.47K Buy
+125
New +$4.54K ﹤0.01% 379

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WealthPlan Investment Management's UNG Position: Q3 2023 in Review

WealthPlan Investment Management sold out of United States Natural Gas Fund (UNG) in Q3 2023, closing a stake of 125 shares — an estimated $3.71K sold.

WealthPlan Investment Management first reported a position in UNG in Q1 2023 and held it in 2 quarters. The position peaked at $3.71K in Q2 2023. 162 funds tracked by Wall St. Rank hold UNG as of Q3 2023.

  • WealthPlan Investment Management reported no remaining United States Natural Gas Fund position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 125 United States Natural Gas Fund shares in Q3 2023, an estimated $3.71K.
  • WealthPlan Investment Management first reported a position in United States Natural Gas Fund in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's United States Natural Gas Fund position peaked at $3.71K in Q2 2023.
  • 162 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.