WP
PIFI icon

WealthPLAN Partners’s ClearShares Piton Intermediate Fixed Income ETF PIFI Stock Holding History

WealthPLAN Partners’s Portfolio PIFI Stock Details PIFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,416
Closed -$129K – 903
2023
Q2 		$129K Hold
1,416
– – 0.02% 355
2023
Q1 		$131K Buy
+1,416
New +$131K 0.01% 375