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
2025
Q2 		$2.77M Buy
2025
Q1 		$427K Buy
2024
Q4 		$229K Buy
2024
Q3 		$285K Sell
2024
Q2 		$269K Sell
2024
Q1 		$389K Sell
2023
Q4 		$461K Sell
2023
Q3 		$628K Buy
2018
Q1 		– Sell
2017
Q4 		$1.2M Buy