Wealth Enhancement Advisory Services
XP icon

Wealth Enhancement Advisory Services’s XP XP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$365K Buy
19,611
+938
+5% +$18.1K ﹤0.01% 2595
2025
Q4 		$318K Sell
18,673
-2,836
-13% -$49.9K ﹤0.01% 2868
2025
Q3 		$354K Sell
21,509
-5,029
-19% -$90.2K ﹤0.01% 2644
2025
Q2 		$525K Sell
26,538
-6,796
-20% -$117K ﹤0.01% 2188
2025
Q1 		$458K Buy
33,334
+18,565
+126% +$256K ﹤0.01% 2129
2024
Q4 		$175K Sell
14,769
-1,596
-10% -$25.1K ﹤0.01% 2721
2024
Q3 		$294K Buy
16,365
+2,792
+21% +$50.9K ﹤0.01% 2196
2024
Q2 		$239K Buy
+13,573
New +$280K ﹤0.01% 2151

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