WealthPLAN Partners’s Sitio Royalties STR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-236
Closed -$6.2K 1059
2023
Q2
$6.2K Buy
236
+10
+4% +$263 ﹤0.01% 872
2023
Q1
$5.11K Buy
+226
New +$5.11K ﹤0.01% 996