Wealth Enhancement Advisory Services’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Sell |
|
|||||
|
2025
Q1 | $2.69M | Buy |
|
|||||
|
2024
Q4 | $2.1M | Buy |
|
|||||
|
2024
Q3 | $1.89M | Sell |
|
|||||
|
2024
Q2 | $1.73M | Buy |
|
|||||
|
2024
Q1 | $1.7M | Buy |
|
|||||
|
2023
Q4 | $1.78M | Buy |
|
|||||
|
2023
Q3 | $1.57M | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $1.29M | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $895K | Buy |
|
|||||
|
2015
Q2 | $764K | Sell |
|
|||||
|
2015
Q1 | $876K | Buy |
|
|||||
|
2014
Q4 | $696K | Buy |
|