Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Polaris PII Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.53M Buy
69,390
+9,420
+16% +$590K 0.01% 1083
2025
Q4 		$4.21M Buy
59,970
+33
+0.1% +$2.17K 0.01% 1104
2025
Q3 		$3.82M Buy
59,937
+371
+0.6% +$20K 0.01% 1090
2025
Q2 		$2.77M Buy
59,566
+49,143
+471% +$1.85M ﹤0.01% 1199
2025
Q1 		$427K Buy
10,423
+6,453
+163% +$307K ﹤0.01% 2164
2024
Q4 		$229K Buy
3,970
+551
+16% +$38.3K ﹤0.01% 2595
2024
Q3 		$285K Sell
3,419
-12
-0.3% -$975 ﹤0.01% 2215
2024
Q2 		$269K Sell
3,431
-450
-12% -$38.1K ﹤0.01% 2062
2024
Q1 		$389K Sell
3,881
-985
-20% -$90.5K ﹤0.01% 1741
2023
Q4 		$461K Sell
4,866
-1,164
-19% -$107K ﹤0.01% 1553
2023
Q3 		$628K Buy
+6,030
New +$716K ﹤0.01% 1301
2018
Q1 		– Sell
-9,233
Closed -$1.2M – 173
2017
Q4 		$1.2M Buy
+9,233
New +$1.1M 0.09% 97

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