WealthPLAN Partners’s Shaw Communications Inc. SJR Stock Holding History

WealthPLAN Partners’s Portfolio SJR Stock Details SJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-145	Closed	-$4.34K	–	1428
2023 Q1	$4.34K	Buy	+145	New	+$4.2K	﹤0.01%	1026
2017 Q2	–	Sell	-360	Closed	-$7.41K	–	449
2017 Q1	$7.41K	Buy	+360	New	+$7.56K	0.03%	304

Other funds holding SJR

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

WealthPLAN Partners's SJR Position: Q2 2023 in Review

WealthPLAN Partners sold out of Shaw Communications Inc. (SJR) in Q2 2023, closing a stake of 145 shares — an estimated $4.34K sold.

WealthPLAN Partners first reported a position in SJR in Q1 2017 and held it in 2 quarters. The position peaked at $7.41K in Q1 2017. 1 fund tracked by Wall St. Rank holds SJR as of Q2 2023.

WealthPLAN Partners reported no remaining Shaw Communications Inc. position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 145 Shaw Communications Inc. shares in Q2 2023, an estimated $4.34K.
WealthPLAN Partners first reported a position in Shaw Communications Inc. in Q1 2017 and held it in 2 quarters.
WealthPLAN Partners's Shaw Communications Inc. position peaked at $7.41K in Q1 2017.
1 fund tracked by Wall St. Rank held Shaw Communications Inc. as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.