WR Wealth Planners’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $421K | Buy |
12,860
+2,600
| +25% | +$85.2K | 0.14% | 104 |
|
|
2024
Q3 | $343K | Buy |
10,260
+735
| +8% | +$24.6K | 0.1% | 133 |
|
|
2024
Q2 | $291K | Buy |
9,525
+3,625
| +61% | +$111K | 0.09% | 135 |
|
|
2024
Q1 | $184K | Buy |
+5,900
| New | +$184K | 0.06% | 183 |
|
|
2023
Q4 | – | Sell |
-2,895
| Closed | -$73.6K | – | 717 |
|
|
2023
Q3 | $73.6K | Buy |
+2,895
| New | +$73.6K | 0.03% | 276 |
|