WR Wealth Planners’s SBA Communications SBAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $184K | Hold |
902
| – | – | 0.06% | 162 |
|
|
2024
Q3 | $217K | Hold |
902
| – | – | 0.06% | 168 |
|
|
2024
Q2 | $177K | Buy |
902
+1
| +0.1% | +$196 | 0.05% | 184 |
|
|
2024
Q1 | $195K | Sell |
901
-1,302
| -59% | -$282K | 0.06% | 175 |
|
|
2023
Q4 | $559K | Buy |
2,203
+157
| +8% | +$39.8K | 0.21% | 90 |
|
|
2023
Q3 | $410K | Buy |
2,046
+56
| +3% | +$11.2K | 0.16% | 105 |
|
|
2023
Q2 | $461K | Buy |
1,990
+47
| +2% | +$10.9K | 0.18% | 94 |
|
|
2023
Q1 | $507K | Buy |
1,943
+935
| +93% | +$244K | 0.22% | 74 |
|
|
2022
Q4 | $283K | Buy |
1,008
+15
| +2% | +$4.21K | 0.17% | 90 |
|
|
2022
Q3 | $283K | Buy |
993
+64
| +7% | +$18.2K | 0.2% | 81 |
|
|
2022
Q2 | $297K | Buy |
929
+20
| +2% | +$6.4K | 0.2% | 85 |
|
|
2022
Q1 | $313K | Buy |
+909
| New | +$313K | 0.19% | 91 |
|