Wealth Enhancement Advisory Services’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.83M | Buy |
61,884
+9,501
| +18% | +$1.05M | 0.01% | 770 |
|
|
2025
Q1 | $4.69M | Buy |
52,383
+19,377
| +59% | +$1.73M | 0.01% | 860 |
|
|
2024
Q4 | $3.24M | Buy |
33,006
+4,220
| +15% | +$414K | 0.01% | 959 |
|
|
2024
Q3 | $2.55M | Sell |
28,786
-3,329
| -10% | -$295K | 0.01% | 955 |
|
|
2024
Q2 | $2.38M | Sell |
32,115
-2,117
| -6% | -$157K | 0.01% | 923 |
|
|
2024
Q1 | $2.65M | Buy |
34,232
+1,707
| +5% | +$132K | 0.01% | 852 |
|
|
2023
Q4 | $2.52M | Sell |
32,525
-2,597
| -7% | -$201K | 0.01% | 823 |
|
|
2023
Q3 | $2.35M | Buy |
+35,122
| New | +$2.35M | 0.01% | 803 |
|
|
2022
Q4 | – | Sell |
-38,857
| Closed | -$2.41M | – | 364 |
|
|
2022
Q3 | $2.41M | Buy |
38,857
+9,668
| +33% | +$600K | 0.03% | 159 |
|
|
2022
Q2 | $1.84M | Sell |
29,189
-13,038
| -31% | -$822K | 0.03% | 206 |
|
|
2022
Q1 | $3.63M | Buy |
42,227
+1,357
| +3% | +$116K | 0.05% | 154 |
|
|
2021
Q4 | $3.89M | Buy |
+40,870
| New | +$3.89M | 0.06% | 132 |
|
|
2021
Q3 | – | Sell |
-111,362
| Closed | -$9.13M | – | 337 |
|
|
2021
Q2 | $9.13M | Buy |
111,362
+26,722
| +32% | +$2.19M | 0.15% | 72 |
|
|
2021
Q1 | $7.19M | Buy |
84,640
+2,876
| +4% | +$244K | 0.13% | 78 |
|
|
2020
Q4 | $6.31M | Buy |
81,764
+48,848
| +148% | +$3.77M | 0.14% | 62 |
|
|
2020
Q3 | $2.21M | Buy |
+32,916
| New | +$2.21M | 0.06% | 109 |
|
|
2019
Q1 | – | Sell |
-18,680
| Closed | -$1.33M | – | 215 |
|
|
2018
Q4 | $1.33M | Buy |
+18,680
| New | +$1.33M | 0.08% | 92 |
|