WR Wealth Planners’s Alset AEI Stock Holding History

WR Wealth Planners’s Portfolio AEI Stock Details AEI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$179	Hold
2024 Q1	$75	Buy
2023 Q4	–	Sell
2023 Q3	$143	Hold
2023 Q2	$167	Buy
2023 Q1	$52	Sell
2022 Q4	$582	Sell
2022 Q3	$1.4K	Hold
2022 Q2	$1.61K	Buy
2022 Q1	$2.33K	Buy