Wealth Enhancement Advisory Services
TOWN icon

Wealth Enhancement Advisory Services’s Towne Bank TOWN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio TOWN Stock Details TOWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$364K Buy
10,098
+463
+5% +$16.7K ﹤0.01% 2454
2025
Q1 		$329K Sell
9,635
-707
-7% -$24.2K ﹤0.01% 2356
2024
Q4 		$352K Buy
10,342
+589
+6% +$20.1K ﹤0.01% 2227
2024
Q3 		$322K Buy
9,753
+617
+7% +$20.4K ﹤0.01% 2109
2024
Q2 		$249K Buy
+9,136
New +$249K ﹤0.01% 2118