WWP
SII

WR Wealth Planners’s Sprott SII Stock Holding History

WR Wealth Planners’s Portfolio SII Stock Details SII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$337K Buy
2024
Q3 		$309K Buy
2024
Q2 		$269K Hold
2024
Q1 		$240K Sell
2023
Q4 		$241K Hold
2023
Q3 		$216K Hold
2023
Q2 		$230K Buy
2023
Q1 		$237K Buy