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WealthPLAN Partners’s Portillo's PTLO Stock Holding History

WealthPLAN Partners’s Portfolio PTLO Stock Details PTLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-137
Closed -$2.93K – 1371
2023
Q1 		$2.93K Buy
+137
New +$2.88K ﹤0.01% 1083

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