Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Carter's CRI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$460K Buy
11,446
+841
+8% +$31.8K ﹤0.01% 2764
2026
Q1 		$381K Buy
10,605
+54
+0.5% +$1.96K ﹤0.01% 2556
2025
Q4 		$370K Buy
10,551
+1,129
+12% +$35.3K ﹤0.01% 2727
2025
Q3 		$273K Sell
9,422
-3,038
-24% -$87.2K ﹤0.01% 2877
2025
Q2 		$392K Buy
12,460
+5,322
+75% +$180K ﹤0.01% 2405
2025
Q1 		$292K Sell
7,138
-19,059
-73% -$917K ﹤0.01% 2467
2024
Q4 		$1.42M Buy
26,197
+21,129
+417% +$1.21M ﹤0.01% 1357
2024
Q3 		$329K Buy
+5,068
New +$326K ﹤0.01% 2110
2017
Q3 		– Sell
-12,558
Closed -$1.08M – 152
2017
Q2 		$1.08M Buy
+12,558
New +$1.1M 0.1% 89

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YIH
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IFG
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QCM
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WC
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Swedbank
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VCM
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GI
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MPWT
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CI
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