Wealth Enhancement Advisory Services’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Sell |
10,648
-1,272
| -11% | -$34.9K | ﹤0.01% | 2645 |
|
|
2025
Q1 | $298K | Sell |
11,920
-2,739
| -19% | -$68.4K | ﹤0.01% | 2439 |
|
|
2024
Q4 | $400K | Sell |
14,659
-73
| -0.5% | -$1.99K | ﹤0.01% | 2134 |
|
|
2024
Q3 | $375K | Buy |
14,732
+2,456
| +20% | +$62.6K | ﹤0.01% | 2009 |
|
|
2024
Q2 | $237K | Buy |
12,276
+1,216
| +11% | +$23.5K | ﹤0.01% | 2154 |
|
|
2024
Q1 | $208K | Sell |
11,060
-169
| -2% | -$3.18K | ﹤0.01% | 2171 |
|
|
2023
Q4 | $239K | Buy |
11,229
+504
| +5% | +$10.7K | ﹤0.01% | 1986 |
|
|
2023
Q3 | $181K | Buy |
+10,725
| New | +$181K | ﹤0.01% | 2014 |
|