WP
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WealthPLAN Partners’s Radiant Logistics RLGT Stock Holding History

WealthPLAN Partners’s Portfolio RLGT Stock Details RLGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,250
Closed -$42K – 968
2023
Q2 		$42K Hold
6,250
– – 0.01% 543
2023
Q1 		$41K Buy
+6,250
New +$34.9K ﹤0.01% 593

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MIM
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RA
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WA
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return