WR Wealth Planners’s State Street STT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$3.93K	Buy	40 +15	+60%	+$1.47K	﹤0.01%	743
2024 Q3	$2.21K	Sell	25 -18	-42%	-$1.59K	﹤0.01%	886
2024 Q2	$3.18K	Buy	43 +19	+79%	+$1.41K	﹤0.01%	791
2024 Q1	$1.86K	Buy	+24	New	+$1.86K	﹤0.01%	886