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WR Wealth Planners’s Stifel SF Stock Holding History

WR Wealth Planners’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$424 Hold
4
– – ﹤0.01% 1006
2024
Q3 		$376 Hold
4
– – ﹤0.01% 1063
2024
Q2 		$337 Hold
4
– – ﹤0.01% 1067
2024
Q1 		$313 Buy
+4
New +$313 ﹤0.01% 1109