WP
NYC

WealthPLAN Partners’s American Strategic Investment Co NYC Stock Holding History

WealthPLAN Partners’s Portfolio NYC Stock Details NYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-97
Closed -$826 – 1356
2023
Q1 		$826 Buy
+97
New +$1.13K ﹤0.01% 1219

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WealthPLAN Partners's NYC Position: Q2 2023 in Review

WealthPLAN Partners sold out of American Strategic Investment Co (NYC) in Q2 2023, closing a stake of 97 shares — an estimated $826 sold.

WealthPLAN Partners first reported a position in NYC in Q1 2023 and held it in 1 quarter. The position peaked at $826 in Q1 2023. 24 funds tracked by Wall St. Rank hold NYC as of Q2 2023.

  • WealthPLAN Partners reported no remaining American Strategic Investment Co position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 97 American Strategic Investment Co shares in Q2 2023, an estimated $826.
  • WealthPLAN Partners first reported a position in American Strategic Investment Co in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's American Strategic Investment Co position peaked at $826 in Q1 2023.
  • 24 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.