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WealthPLAN Partners’s Box BOX Stock Holding History

WealthPLAN Partners’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-23
Closed -$676 – 412
2023
Q2 		$676 Sell
23
-484
-95% -$14.2K ﹤0.01% 1162
2023
Q1 		$13.6K Buy
+507
New +$13.6K ﹤0.01% 791