WealthPLAN Partners’s Polaris PII Stock Holding History

WealthPLAN Partners’s Portfolio PII Stock Details PII Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$12.8K	Sell
2023 Q1	$22.9K	Sell
2022 Q4	$586K	Buy
2022 Q1	$13.6M	Buy
2021 Q4	$10.4M	Buy
2021 Q3	$8.34M	Buy