WR Wealth Planners’s Strategy Inc Common Stock Class A MSTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $75.3K | Buy |
260
+48
| +23% | +$13.9K | 0.02% | 272 |
|
|
2024
Q3 | $35.7K | Sell |
212
-8
| -4% | -$1.35K | 0.01% | 384 |
|
|
2024
Q2 | $30.3K | Sell |
220
-130
| -37% | -$17.9K | 0.01% | 390 |
|
|
2024
Q1 | $59.7K | Buy |
+350
| New | +$59.7K | 0.02% | 311 |
|
|
2023
Q2 | – | Sell |
-5,260
| Closed | -$154K | – | 948 |
|
|
2023
Q1 | $154K | Buy |
+5,260
| New | +$154K | 0.07% | 184 |
|
|
2022
Q3 | – | Sell |
-290
| Closed | -$4.77K | – | 542 |
|
|
2022
Q2 | $4.77K | Hold |
290
| – | – | ﹤0.01% | 345 |
|
|
2022
Q1 | $14.1K | Buy |
+290
| New | +$14.1K | 0.01% | 267 |
|