Wealth Enhancement Advisory Services’s Universal Stainless & Alloy USAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,442
| Closed | -$636K | – | 3155 |
|
|
2024
Q4 | $636K | Sell |
14,442
-12,622
| -47% | -$556K | ﹤0.01% | 1800 |
|
|
2024
Q3 | $1.05M | Sell |
27,064
-118
| -0.4% | -$4.56K | ﹤0.01% | 1359 |
|
|
2024
Q2 | $744K | Buy |
27,182
+2,039
| +8% | +$55.8K | ﹤0.01% | 1410 |
|
|
2024
Q1 | $564K | Hold |
25,143
| – | – | ﹤0.01% | 1508 |
|
|
2023
Q4 | $505K | Hold |
25,143
| – | – | ﹤0.01% | 1499 |
|
|
2023
Q3 | $330K | Buy |
+25,143
| New | +$330K | ﹤0.01% | 1682 |
|