Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Capital Bancorp CBNK Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CBNK Stock Details CBNK Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
2025
Q4 		$303K Sell
2025
Q3 		$330K Buy
2025
Q2 		$386K Sell
2025
Q1 		$308K Buy
2024
Q4 		$306K Buy
2024
Q3 		$268K Buy
2024
Q2 		$212K Buy
2024
Q1 		$215K Hold
2023
Q4 		$250K Sell
2023
Q3 		$198K Buy