Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Meridian MRBK Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio MRBK Stock Details MRBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
2025
Q2 		$830K Hold
2025
Q1 		$856K Sell
2024
Q4 		$841K Buy
2024
Q3 		$753K Buy
2024
Q2 		$625K Hold
2024
Q1 		$589K Hold
2023
Q4 		$825K Hold
2023
Q3 		$581K Buy