Wealth Enhancement Advisory Services
CLFD icon

Wealth Enhancement Advisory Services’s Clearfield CLFD Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CLFD Stock Details CLFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-53,823
Closed -$1.43M – 4154
2026
Q1 		$1.43M Buy
53,823
+164
+0.3% +$5K ﹤0.01% 1573
2025
Q4 		$1.65M Sell
53,659
-27
-0.1% -$868 ﹤0.01% 1625
2025
Q3 		$1.9M Buy
53,686
+40
+0.1% +$1.49K ﹤0.01% 1471
2025
Q2 		$2.38M Buy
53,646
+51
+0.1% +$1.75K ﹤0.01% 1266
2025
Q1 		$1.59M Buy
53,595
+48
+0.1% +$1.6K ﹤0.01% 1364
2024
Q4 		$1.66M Sell
53,547
-11
-0% -$369 ﹤0.01% 1271
2024
Q3 		$2.09M Buy
53,558
+12
+0% +$467 ﹤0.01% 1024
2024
Q2 		$2.06M Buy
53,546
+14
+0% +$486 ﹤0.01% 972
2024
Q1 		$1.65M Sell
53,532
-23
-0% -$659 ﹤0.01% 1020
2023
Q4 		$1.56M Sell
53,555
-11
-0% -$293 ﹤0.01% 987
2023
Q3 		$1.54M Buy
+53,566
New +$2.1M 0.01% 951

Other funds holding CLFD

TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return