Wealth Enhancement Advisory Services
PDFS icon

Wealth Enhancement Advisory Services’s PDF Solutions PDFS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$445K Sell
11,926
-4,492
-27% -$223K ﹤0.01% 2798
2026
Q1 		$570K Buy
16,418
+373
+2% +$12.2K ﹤0.01% 2217
2025
Q4 		$515K Sell
16,045
-43
-0.3% -$1.19K ﹤0.01% 2453
2025
Q3 		$409K Buy
16,088
+3,973
+33% +$86.8K ﹤0.01% 2534
2025
Q2 		$279K Buy
12,115
+1,855
+18% +$35.1K ﹤0.01% 2705
2025
Q1 		$196K Sell
10,260
-4,104
-29% -$101K ﹤0.01% 2636
2024
Q4 		$389K Buy
14,364
+4,393
+44% +$132K ﹤0.01% 2177
2024
Q3 		$316K Buy
9,971
+138
+1% +$4.48K ﹤0.01% 2138
2024
Q2 		$358K Buy
9,833
+40
+0.4% +$1.34K ﹤0.01% 1861
2024
Q1 		$330K Buy
9,793
+1
+0% +$33 ﹤0.01% 1854
2023
Q4 		$315K Buy
9,792
+42
+0.4% +$1.27K ﹤0.01% 1782
2023
Q3 		$316K Buy
+9,750
New +$373K ﹤0.01% 1711

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