WR Wealth Planners’s DOLE FOOD CO INC NEW CMN STK (DE) DOLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-27	Closed	-$322	–	1234
2024 Q1	$322	Buy	+27	New	+$322	﹤0.01%	1100

Other funds holding DOLE

SAA

Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

WR Wealth Planners's DOLE Position: Q2 2024 in Review

WR Wealth Planners sold out of DOLE FOOD CO INC NEW CMN STK (DE) (DOLE) in Q2 2024, closing a stake of 27 shares — an estimated $322 sold.

WR Wealth Planners first reported a position in DOLE in Q1 2024 and held it in 1 quarter. The position peaked at $322 in Q1 2024. 5 funds tracked by Wall St. Rank hold DOLE as of Q2 2024.

WR Wealth Planners reported no remaining DOLE FOOD CO INC NEW CMN STK (DE) position as of Q2 2024 after selling out during the quarter.
WR Wealth Planners sold 27 DOLE FOOD CO INC NEW CMN STK (DE) shares in Q2 2024, an estimated $322.
WR Wealth Planners first reported a position in DOLE FOOD CO INC NEW CMN STK (DE) in Q1 2024 and held it in 1 quarter.
WR Wealth Planners's DOLE FOOD CO INC NEW CMN STK (DE) position peaked at $322 in Q1 2024.
5 funds tracked by Wall St. Rank held DOLE FOOD CO INC NEW CMN STK (DE) as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.