Starboard Invt Tr shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Starboard Invt Tr (AGOX) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Starboard Invt Tr
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Quarterly reported holdings in Starboard Invt Tr by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.3M | 220k | 28.85 |
| 2024-06-30 | $5.7M | 203k | 27.88 |
| 2024-03-31 | $5.1M | 200k | 25.63 |
| 2023-12-31 | $4.4M | 179k | 24.34 |
| 2023-09-30 | $4.2M | 184k | 22.67 |
| 2023-06-30 | $2.9M | 126k | 23.43 |
| 2023-03-31 | $4.5M | 204k | 21.79 |
| 2022-12-31 | $14M | 647k | 22.26 |
| 2022-09-30 | $14M | 677k | 20.84 |
| 2022-03-31 | $20M | 911k | 21.80 |
More positions owned by WealthPlan Investment Management
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