Wealth Enhancement Advisory Services’s Clear Secure YOU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$732K Buy
25,246
+1,565
+7% +$45.4K ﹤0.01% 1926
2025
Q1
$614K Buy
23,681
+13,499
+133% +$350K ﹤0.01% 1887
2024
Q4
$271K Buy
10,182
+4,066
+66% +$108K ﹤0.01% 2434
2024
Q3
$203K Buy
+6,116
New +$203K ﹤0.01% 2423