Wealth Enhancement Advisory Services’s Urgent.ly ULY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,250
Closed -$18.4K 2977
2024
Q3
$18.4K Buy
2,250
+583
+35% +$4.76K ﹤0.01% 2602
2024
Q2
$34.4K Buy
+1,667
New +$34.4K ﹤0.01% 2449
2024
Q1
Sell
-2,008
Closed -$76.4K 2446
2023
Q4
$76.4K Buy
+2,008
New +$76.4K ﹤0.01% 2186