WWP
WR Wealth Planners’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $935K | Sell |
24,345
-7,440
| -23% | -$286K | 0.3% | 49 |
|
|
2024
Q3 | $1.06M | Buy |
31,785
+1,165
| +4% | +$38.9K | 0.3% | 56 |
|
|
2024
Q2 | $903K | Buy |
30,620
+8,420
| +38% | +$248K | 0.28% | 54 |
|
|
2024
Q1 | $635K | Sell |
22,200
-325
| -1% | -$9.3K | 0.2% | 75 |
|
|
2023
Q4 | $686K | Buy |
22,525
+2,524
| +13% | +$76.9K | 0.26% | 69 |
|
|
2023
Q3 | $540K | Sell |
20,001
-3,739
| -16% | -$101K | 0.21% | 76 |
|
|
2023
Q2 | $656K | Buy |
23,740
+872
| +4% | +$24.1K | 0.25% | 65 |
|
|
2023
Q1 | $526K | Buy |
22,868
+832
| +4% | +$19.1K | 0.23% | 70 |
|
|
2022
Q4 | $473K | Sell |
22,036
-4,687
| -18% | -$101K | 0.29% | 56 |
|
|
2022
Q3 | $445K | Buy |
26,723
+1,817
| +7% | +$30.3K | 0.31% | 54 |
|
|
2022
Q2 | $360K | Buy |
24,906
+612
| +3% | +$8.86K | 0.24% | 68 |
|
|
2022
Q1 | $451K | Buy |
+24,294
| New | +$451K | 0.27% | 63 |
|