WP
DAI

WealthPLAN Partners’s DAIMLER AG DAI Stock Holding History

WealthPLAN Partners’s Portfolio DAI Stock Details DAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-19,730
Closed -$1.18M – 1154
2016
Q2 		$1.18M Buy
+19,730
New +$1.18M 0.15% 109
2015
Q4 		$104K Buy
+1,249
New +$104K 0.02% 403
2015
Q2 		– Sell
-1,468
Closed -$142K – 559
2015
Q1 		$142K Buy
+1,468
New +$142K 0.07% 140