Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Interactive Brokers IBKR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.72M Sell
40,221
-529,663
-93% -$37.8M 0.01% 1225
2025
Q4 		$41.5M Buy
569,884
+518,707
+1,014% +$34.7M 0.06% 297
2025
Q3 		$3.55M Sell
51,177
-239,126
-82% -$15M 0.01% 1133
2025
Q2 		$16.8M Buy
290,303
+96,847
+50% +$4.59M 0.03% 474
2025
Q1 		$8.01M Buy
193,456
+137,456
+245% +$6.81M 0.02% 659
2024
Q4 		$2.47M Buy
56,000
+5,508
+11% +$232K ﹤0.01% 1067
2024
Q3 		$1.76M Sell
50,492
-7,400
-13% -$229K ﹤0.01% 1120
2024
Q2 		$1.77M Buy
57,892
+2,044
+4% +$61K ﹤0.01% 1032
2024
Q1 		$1.56M Sell
55,848
-70,652
-56% -$1.76M ﹤0.01% 1054
2023
Q4 		$2.62M Buy
126,500
+78,236
+162% +$1.6M 0.01% 808
2023
Q3 		$1.04M Buy
+48,264
New +$1.07M ﹤0.01% 1074

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