Wealth Enhancement Advisory Services’s SunOpta STKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Buy |
85,243
+977
| +1% | +$5.99K | ﹤0.01% | 2181 |
|
|
2025
Q1 | $410K | Buy |
84,266
+46,068
| +121% | +$224K | ﹤0.01% | 2171 |
|
|
2024
Q4 | $294K | Buy |
38,198
+27
| +0.1% | +$208 | ﹤0.01% | 2375 |
|
|
2024
Q3 | $244K | Buy |
38,171
+87
| +0.2% | +$555 | ﹤0.01% | 2300 |
|
|
2024
Q2 | $206K | Sell |
38,084
-23,003
| -38% | -$124K | ﹤0.01% | 2274 |
|
|
2024
Q1 | $420K | Buy |
61,087
+168
| +0.3% | +$1.15K | ﹤0.01% | 1697 |
|
|
2023
Q4 | $333K | Buy |
60,919
+67
| +0.1% | +$366 | ﹤0.01% | 1745 |
|
|
2023
Q3 | $205K | Buy |
+60,852
| New | +$205K | ﹤0.01% | 1981 |
|