Wealth Enhancement Advisory Services’s Samsara IOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $898K | Buy |
22,961
+2,916
| +15% | +$114K | ﹤0.01% | 1809 |
|
|
2025
Q1 | $768K | Buy |
20,045
+3,956
| +25% | +$152K | ﹤0.01% | 1753 |
|
|
2024
Q4 | $703K | Buy |
16,089
+2,539
| +19% | +$111K | ﹤0.01% | 1735 |
|
|
2024
Q3 | $652K | Sell |
13,550
-2,298
| -15% | -$111K | ﹤0.01% | 1627 |
|
|
2024
Q2 | $534K | Buy |
15,848
+9,875
| +165% | +$333K | ﹤0.01% | 1607 |
|
|
2024
Q1 | $226K | Buy |
+5,973
| New | +$226K | ﹤0.01% | 2114 |
|