Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Peoples Financial Services PFIS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PFIS Stock Details PFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$392K Sell
7,341
-605
-8% -$32.3K ﹤0.01% 2392
2025
Q1 		$353K Buy
7,946
+2,066
+35% +$91.9K ﹤0.01% 2300
2024
Q4 		$301K Buy
+5,880
New +$301K ﹤0.01% 2356