WealthPLAN Partners’s Steelcase SCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,559
Closed -$19.7K 1000
2023
Q2
$19.7K Sell
2,559
-1,354
-35% -$10.4K ﹤0.01% 684
2023
Q1
$32.9K Sell
3,913
-7,977
-67% -$67.2K ﹤0.01% 630
2022
Q4
$90.5K Buy
+11,890
New +$90.5K 0.01% 384