Wealth Enhancement Advisory Services’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.01M | Sell |
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|
2025
Q2 | $5.86M | Sell |
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|
2025
Q1 | $7.78M | Buy |
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|
2024
Q4 | $4.02M | Buy |
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|
2024
Q3 | $2.26M | Buy |
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|
2024
Q2 | $1.6M | Sell |
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|
2024
Q1 | $2.03M | Buy |
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|
2023
Q4 | $1.95M | Buy |
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|
2023
Q3 | $1.71M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.38M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2.19M | Buy |
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