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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