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WealthPLAN Partners’s Pure Cycle PCYO Stock Holding History

WealthPLAN Partners’s Portfolio PCYO Stock Details PCYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-968
Closed -$9.15K – 1361
2023
Q1 		$9.15K Buy
+968
New +$8.92K ﹤0.01% 881

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ACH
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HA
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Loomis, Sayles & Company
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KCM
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MA
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Dimensional Fund Advisors
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EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return