Wealth Enhancement Advisory Services’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.01M | Buy |
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|
2025
Q2 | $6.83M | Buy |
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|
2025
Q1 | $4.69M | Buy |
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|
2024
Q4 | $3.24M | Buy |
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|
2024
Q3 | $2.55M | Sell |
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|
2024
Q2 | $2.38M | Sell |
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|
2024
Q1 | $2.65M | Buy |
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|
2023
Q4 | $2.52M | Sell |
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|
2023
Q3 | $2.35M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2.41M | Buy |
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|
2022
Q2 | $1.84M | Sell |
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|
2022
Q1 | $3.63M | Buy |
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|
2021
Q4 | $3.89M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $9.13M | Buy |
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|
2021
Q1 | $7.19M | Buy |
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|
2020
Q4 | $6.31M | Buy |
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|
2020
Q3 | $2.21M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.33M | Buy |
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