WR Wealth Planners’s OR Royalties Inc. OR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-800
| Closed | -$12.5K | – | 1190 |
|
|
2024
Q2 | $12.5K | Sell |
800
-1,200
| -60% | -$18.7K | ﹤0.01% | 552 |
|
|
2024
Q1 | $32.8K | Buy |
+2,000
| New | +$32.8K | 0.01% | 383 |
|
|
2023
Q4 | – | Sell |
-2,000
| Closed | -$23.5K | – | 637 |
|
|
2023
Q3 | $23.5K | Hold |
2,000
| – | – | 0.01% | 405 |
|
|
2023
Q2 | $30.7K | Hold |
2,000
| – | – | 0.01% | 380 |
|
|
2023
Q1 | $31.6K | Buy |
+2,000
| New | +$31.6K | 0.01% | 380 |
|