Wealth Enhancement Advisory Services’s Cactus WHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
+6,753
| New | +$306K | ﹤0.01% | 2609 |
|
|
2025
Q1 | – | Sell |
-5,133
| Closed | -$300K | – | 3125 |
|
|
2024
Q4 | $300K | Buy |
5,133
+269
| +6% | +$15.7K | ﹤0.01% | 2359 |
|
|
2024
Q3 | $290K | Buy |
4,864
+132
| +3% | +$7.88K | ﹤0.01% | 2184 |
|
|
2024
Q2 | $250K | Buy |
4,732
+60
| +1% | +$3.16K | ﹤0.01% | 2117 |
|
|
2024
Q1 | $234K | Buy |
4,672
+84
| +2% | +$4.21K | ﹤0.01% | 2088 |
|
|
2023
Q4 | $208K | Buy |
4,588
+175
| +4% | +$7.95K | ﹤0.01% | 2071 |
|
|
2023
Q3 | $222K | Buy |
+4,413
| New | +$222K | ﹤0.01% | 1937 |
|