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WealthPlan Investment Management’s Teucrium Wheat Fund WEAT Stock Holding History

WealthPlan Investment Management’s Portfolio WEAT Stock Details WEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-580
Closed -$18.7K – 360
2023
Q2 		$18.7K Buy
+580
New +$19.1K 0.01% 243

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

WealthPlan Investment Management sold out of Teucrium Wheat Fund (WEAT) in Q3 2023, closing a stake of 580 shares — an estimated $18.7K sold.

WealthPlan Investment Management first reported a position in WEAT in Q2 2023 and held it in 1 quarter. The position peaked at $18.7K in Q2 2023. 49 funds tracked by Wall St. Rank hold WEAT as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Teucrium Wheat Fund position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 580 Teucrium Wheat Fund shares in Q3 2023, an estimated $18.7K.
  • WealthPlan Investment Management first reported a position in Teucrium Wheat Fund in Q2 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Teucrium Wheat Fund position peaked at $18.7K in Q2 2023.
  • 49 funds tracked by Wall St. Rank held Teucrium Wheat Fund as of Q3 2023.

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