WR Wealth Planners’s SoFi Select 500 ETF SFY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$28.6K Hold
263
0.01% 402
2024
Q3
$27.3K Buy
+263
New +$27.3K 0.01% 433