WealthPLAN Partners’s abrdn Global Premier Properties Fund AWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,038
| Closed | -$11.9K | – | 367 |
|
|
2023
Q2 | $11.9K | Hold |
3,038
| – | – | ﹤0.01% | 761 |
|
|
2023
Q1 | $12.5K | Buy |
+3,038
| New | +$12.5K | ﹤0.01% | 813 |
|
|
2021
Q2 | – | Sell |
-12,503
| Closed | -$79K | – | 355 |
|
|
2021
Q1 | $79K | Hold |
12,503
| – | – | 0.01% | 328 |
|
|
2020
Q4 | $69K | Hold |
12,503
| – | – | 0.01% | 327 |
|
|
2020
Q3 | $62K | Hold |
12,503
| – | – | 0.01% | 308 |
|
|
2020
Q2 | $61K | Hold |
12,503
| – | – | 0.01% | 302 |
|
|
2020
Q1 | $51K | Hold |
12,503
| – | – | 0.01% | 247 |
|
|
2019
Q4 | $86K | Hold |
12,503
| – | – | 0.01% | 243 |
|
|
2019
Q3 | $79K | Buy |
12,503
+1,915
| +18% | +$12.1K | 0.01% | 229 |
|
|
2019
Q2 | $63K | Hold |
10,588
| – | – | 0.01% | 231 |
|
|
2019
Q1 | $63K | Buy |
+10,588
| New | +$63K | 0.01% | 252 |
|