WR Wealth Planners’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $17.8K | Hold |
37
| – | – | 0.01% | 494 |
|
|
2024
Q3 | $17K | Buy |
37
+8
| +28% | +$3.68K | ﹤0.01% | 529 |
|
|
2024
Q2 | $11.8K | Buy |
29
+3
| +12% | +$1.23K | ﹤0.01% | 562 |
|
|
2024
Q1 | $11.8K | Buy |
+26
| New | +$11.8K | ﹤0.01% | 565 |
|
|
2023
Q4 | – | Sell |
-26
| Closed | -$11.4K | – | 414 |
|
|
2023
Q3 | $11.4K | Hold |
26
| – | – | ﹤0.01% | 526 |
|
|
2023
Q2 | $10.4K | Buy |
+26
| New | +$10.4K | ﹤0.01% | 559 |
|