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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-97
Closed -$826 – 1356
2023
Q1 		$826 Buy
+97
New +$826 ﹤0.01% 1219