Wealth Enhancement Advisory Services’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Sell |
26,538
-6,796
| -20% | -$135K | ﹤0.01% | 2174 |
|
|
2025
Q1 | $458K | Buy |
33,334
+18,565
| +126% | +$255K | ﹤0.01% | 2116 |
|
|
2024
Q4 | $175K | Sell |
14,769
-1,596
| -10% | -$18.9K | ﹤0.01% | 2695 |
|
|
2024
Q3 | $294K | Buy |
16,365
+2,792
| +21% | +$50.1K | ﹤0.01% | 2177 |
|
|
2024
Q2 | $239K | Buy |
+13,573
| New | +$239K | ﹤0.01% | 2146 |
|