WR Wealth Planners’s Idaho Strategic Resources IDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$85.9K Buy
8,430
+4,507
+115% +$45.9K 0.03% 254
2024
Q3
$63K Hold
3,923
0.02% 306
2024
Q2
$38.7K Buy
3,923
+2,323
+145% +$22.9K 0.01% 358
2024
Q1
$13.5K Buy
+1,600
New +$13.5K ﹤0.01% 532