Wealth Enhancement Advisory Services’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.86M | Sell |
9,965
-3,797
| -28% | -$2.23M | 0.01% | 836 |
|
|
2025
Q1 | $7.78M | Buy |
13,762
+7,063
| +105% | +$3.99M | 0.01% | 669 |
|
|
2024
Q4 | $4.02M | Buy |
6,699
+2,821
| +73% | +$1.69M | 0.01% | 880 |
|
|
2024
Q3 | $2.26M | Buy |
3,878
+547
| +16% | +$319K | ﹤0.01% | 993 |
|
|
2024
Q2 | $1.6M | Sell |
3,331
-284
| -8% | -$137K | ﹤0.01% | 1083 |
|
|
2024
Q1 | $2.03M | Buy |
3,615
+165
| +5% | +$92.5K | 0.01% | 939 |
|
|
2023
Q4 | $1.95M | Buy |
3,450
+125
| +4% | +$70.7K | 0.01% | 911 |
|
|
2023
Q3 | $1.71M | Buy |
+3,325
| New | +$1.71M | 0.01% | 911 |
|
|
2021
Q3 | – | Sell |
-4,260
| Closed | -$2.39M | – | 321 |
|
|
2021
Q2 | $2.39M | Buy |
+4,260
| New | +$2.39M | 0.04% | 139 |
|
|
2018
Q2 | – | Sell |
-14,692
| Closed | -$2.19M | – | 182 |
|
|
2018
Q1 | $2.19M | Buy |
+14,692
| New | +$2.19M | 0.15% | 62 |
|