Wealth Enhancement Advisory Services’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Buy |
8,908
+59
| +0.7% | +$2.88K | ﹤0.01% | 2312 |
|
|
2025
Q1 | $308K | Sell |
8,849
-2,000
| -18% | -$69.7K | ﹤0.01% | 2409 |
|
|
2024
Q4 | $439K | Buy |
10,849
+2,471
| +29% | +$100K | ﹤0.01% | 2066 |
|
|
2024
Q3 | $314K | Sell |
8,378
-136
| -2% | -$5.09K | ﹤0.01% | 2126 |
|
|
2024
Q2 | $318K | Buy |
8,514
+2,557
| +43% | +$95.4K | ﹤0.01% | 1943 |
|
|
2024
Q1 | $212K | Buy |
+5,957
| New | +$212K | ﹤0.01% | 2158 |
|