Wealth Enhancement Advisory Services’s Ubiquiti UI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
2,503
-23,732
| -90% | -$10.1M | ﹤0.01% | 1710 |
|
|
2025
Q1 | $8.14M | Buy |
26,235
+24,482
| +1,397% | +$7.59M | 0.02% | 652 |
|
|
2024
Q4 | $582K | Buy |
1,753
+555
| +46% | +$184K | ﹤0.01% | 1862 |
|
|
2024
Q3 | $266K | Buy |
+1,198
| New | +$266K | ﹤0.01% | 2240 |
|
|
2023
Q1 | – | Sell |
-4,591
| Closed | -$1.3M | – | 560 |
|
|
2022
Q4 | $1.3M | Buy |
+4,591
| New | +$1.3M | 0.02% | 202 |
|