Wealth Enhancement Advisory Services’s AB Ultra Short Income ETF YEAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.41M | Buy |
27,917
+954
| +4% | +$48.1K | ﹤0.01% | 1538 |
|
2025
Q1 | $1.36M | Sell |
26,963
-5,277
| -16% | -$267K | ﹤0.01% | 1443 |
|
2024
Q4 | $1.62M | Buy |
32,240
+25,900
| +409% | +$1.3M | ﹤0.01% | 1279 |
|
2024
Q3 | $322K | Buy |
6,340
+22
| +0.3% | +$1.12K | ﹤0.01% | 2110 |
|
2024
Q2 | $319K | Buy |
6,318
+6
| +0.1% | +$303 | ﹤0.01% | 1938 |
|
2024
Q1 | $319K | Sell |
6,312
-5,295
| -46% | -$268K | ﹤0.01% | 1880 |
|
2023
Q4 | $584K | Sell |
11,607
-1,804
| -13% | -$90.7K | ﹤0.01% | 1418 |
|
2023
Q3 | $673K | Buy |
+13,411
| New | +$673K | ﹤0.01% | 1271 |
|