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WR Wealth Planners’s Sovereign's Capital Flourish Fund SOVF Stock Holding History

WR Wealth Planners’s Portfolio SOVF Stock Details SOVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$2.31K Hold
75
– – ﹤0.01% 832
2024
Q3 		$2.28K Hold
75
– – ﹤0.01% 879
2024
Q2 		$2.15K Hold
75
– – ﹤0.01% 873
2024
Q1 		$2.23K Buy
+75
New +$2.23K ﹤0.01% 858