WP
STR

WealthPLAN Partners’s Sitio Royalties STR Stock Holding History

WealthPLAN Partners’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-236
Closed -$6.2K – 1059
2023
Q2 		$6.2K Buy
236
+10
+4% +$256 ﹤0.01% 872
2023
Q1 		$5.11K Buy
+226
New +$5.61K ﹤0.01% 996

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State Street
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WHG
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