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WealthPLAN Partners’s Boise Cascade BCC Stock Holding History

WealthPLAN Partners’s Portfolio BCC Stock Details BCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,035
Closed -$93.5K – 379
2023
Q2 		$93.5K Hold
1,035
– – 0.01% 411
2023
Q1 		$65.5K Buy
+1,035
New +$71.8K 0.01% 509

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WealthPLAN Partners's BCC Position: Q3 2023 in Review

WealthPLAN Partners sold out of Boise Cascade (BCC) in Q3 2023, closing a stake of 1,035 shares — an estimated $93.5K sold.

WealthPLAN Partners first reported a position in BCC in Q1 2023 and held it in 2 quarters. The position peaked at $93.5K in Q2 2023. 347 funds tracked by Wall St. Rank hold BCC as of Q3 2023.

  • WealthPLAN Partners reported no remaining Boise Cascade position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,035 Boise Cascade shares in Q3 2023, an estimated $93.5K.
  • WealthPLAN Partners first reported a position in Boise Cascade in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Boise Cascade position peaked at $93.5K in Q2 2023.
  • 347 funds tracked by Wall St. Rank held Boise Cascade as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.