WR Wealth Planners’s Research Frontiers REFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.63M Buy
950,458
+9,200
+1% +$15.7K 0.52% 29
2024
Q3
$2.06M Buy
941,258
+18,450
+2% +$40.4K 0.57% 30
2024
Q2
$1.7M Buy
922,808
+59,970
+7% +$110K 0.52% 34
2024
Q1
$1.12M Sell
862,838
-62,200
-7% -$80.9K 0.35% 45
2023
Q4
$934K Sell
925,038
-37,000
-4% -$37.4K 0.35% 52
2023
Q3
$1.04M Buy
962,038
+3,989
+0.4% +$4.31K 0.4% 42
2023
Q2
$1.53M Buy
958,049
+10,011
+1% +$16K 0.59% 33
2023
Q1
$1.62M Buy
+948,038
New +$1.62M 0.7% 30