WR Wealth Planners’s Cintas CTAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $88.2K | Sell |
483
-145
| -23% | -$26.5K | 0.03% | 249 |
|
|
2024
Q3 | $129K | Sell |
628
-200
| -24% | -$41.2K | 0.04% | 235 |
|
|
2024
Q2 | $145K | Buy |
828
+16
| +2% | +$2.8K | 0.04% | 211 |
|
|
2024
Q1 | $139K | Buy |
+812
| New | +$139K | 0.04% | 217 |
|
|
2023
Q4 | – | Sell |
-800
| Closed | -$96.2K | – | 322 |
|
|
2023
Q3 | $96.2K | Hold |
800
| – | – | 0.04% | 243 |
|
|
2023
Q2 | $99.4K | Hold |
800
| – | – | 0.04% | 240 |
|
|
2023
Q1 | $92.5K | Buy |
+800
| New | +$92.5K | 0.04% | 242 |
|