Wealth Enhancement Advisory Services
SR icon

Wealth Enhancement Advisory Services’s Spire SR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$757K Sell
8,169
-1,842
-18% -$162K ﹤0.01% 1996
2025
Q4 		$821K Buy
10,011
+2,252
+29% +$192K ﹤0.01% 2089
2025
Q3 		$644K Buy
7,759
+450
+6% +$34.2K ﹤0.01% 2159
2025
Q2 		$541K Buy
7,309
+1,476
+25% +$111K ﹤0.01% 2166
2025
Q1 		$456K Buy
5,833
+844
+17% +$61.7K ﹤0.01% 2133
2024
Q4 		$338K Buy
4,989
+815
+20% +$54.6K ﹤0.01% 2283
2024
Q3 		$281K Buy
4,174
+619
+17% +$40.2K ﹤0.01% 2222
2024
Q2 		$216K Sell
3,555
-4
-0.1% -$242 ﹤0.01% 2234
2024
Q1 		$218K Buy
+3,559
New +$213K ﹤0.01% 2133

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