Wealth Enhancement Advisory Services’s Empire State Realty Series ES ESBA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$87.6K Sell
10,892
-6,300
-37% -$50.7K ﹤0.01% 3132
2025
Q1
$133K Sell
17,192
-500
-3% -$3.88K ﹤0.01% 2684
2024
Q4
$180K Buy
+17,692
New +$180K ﹤0.01% 2687