Wealth Enhancement Advisory Services
DCFC

Wealth Enhancement Advisory Services’s Tritium DCFC Limited Ordinary Shares DCFC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio DCFC Stock Details DCFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-61
Closed -$653 – 2731
2024
Q1 		$653 Hold
61
– – ﹤0.01% 2470
2023
Q4 		$2.68K Sell
61
-2
-3% -$95 ﹤0.01% 2312
2023
Q3 		$3.83K Buy
+63
New +$12K ﹤0.01% 2231

Other funds holding DCFC

WIA
Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return

Wealth Enhancement Advisory Services's DCFC Position: Q2 2024 in Review

Wealth Enhancement Advisory Services sold out of Tritium DCFC Limited Ordinary Shares (DCFC) in Q2 2024, closing a stake of 61 shares — an estimated $653 sold.

Wealth Enhancement Advisory Services first reported a position in DCFC in Q3 2023 and held it in 3 quarters. The position peaked at $3.83K in Q3 2023. 1 fund tracked by Wall St. Rank holds DCFC as of Q2 2024.

  • Wealth Enhancement Advisory Services reported no remaining Tritium DCFC Limited Ordinary Shares position as of Q2 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 61 Tritium DCFC Limited Ordinary Shares shares in Q2 2024, an estimated $653.
  • Wealth Enhancement Advisory Services first reported a position in Tritium DCFC Limited Ordinary Shares in Q3 2023 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Tritium DCFC Limited Ordinary Shares position peaked at $3.83K in Q3 2023.
  • 1 fund tracked by Wall St. Rank held Tritium DCFC Limited Ordinary Shares as of Q2 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2024, filed 16 Jul 2024.