Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s AppFolio APPF Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,109
Closed -$904K – 3347
2025
Q1 		$904K Sell
4,109
-6,846
-62% -$1.51M ﹤0.01% 1652
2024
Q4 		$2.7M Buy
10,955
+4,492
+70% +$1.11M 0.01% 1039
2024
Q3 		$1.52M Buy
+6,463
New +$1.52M ﹤0.01% 1185