Wealth Enhancement Advisory Services’s PDF Solutions PDFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
12,115
+1,855
| +18% | +$42.6K | ﹤0.01% | 2687 |
|
|
2025
Q1 | $196K | Sell |
10,260
-4,104
| -29% | -$78.4K | ﹤0.01% | 2614 |
|
|
2024
Q4 | $389K | Buy |
14,364
+4,393
| +44% | +$119K | ﹤0.01% | 2158 |
|
|
2024
Q3 | $316K | Buy |
9,971
+138
| +1% | +$4.37K | ﹤0.01% | 2119 |
|
|
2024
Q2 | $358K | Buy |
9,833
+40
| +0.4% | +$1.46K | ﹤0.01% | 1859 |
|
|
2024
Q1 | $330K | Buy |
9,793
+1
| +0% | +$34 | ﹤0.01% | 1854 |
|
|
2023
Q4 | $315K | Buy |
9,792
+42
| +0.4% | +$1.35K | ﹤0.01% | 1779 |
|
|
2023
Q3 | $316K | Buy |
+9,750
| New | +$316K | ﹤0.01% | 1707 |
|