Back to CSR
Wealth Enhancement Trust Services, Inc. → CSR
Wealth Enhancement Trust Services, Inc. CSR Position History
Centerspace • Financial Services
Quarters held
10
Latest value
$9K
Q3 2026
Peak value
$246K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $246K |
| Q4 2025 | $11K |
| Q1 2026 | $212K |
| Q1 2026 | $10K |
| Q2 2026 | $246K |
| Q2 2026 | $11K |
| Q2 2026 | $208K |
| Q2 2026 | $9K |
| Q3 2026 | $201K |
| Q3 2026 | $9K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9K | 164 | — | — |
| Q3 2026 | $201K | 3.7K | — | — |
| Q2 2026 | $9K | 164 | — | — |
| Q2 2026 | $208K | 3.7K | — | — |
| Q2 2026 | $11K | 167 | — | — |
| Q2 2026 | $246K | 3.7K | — | — |
| Q1 2026 | $10K | 167 | — | — |
| Q1 2026 | $212K | 3.7K | — | — |
| Q4 2025 | $11K | 167 | — | — |
| Q4 2025 | $246K | 3.7K | — | — |
Other funds holding CSR
$165.8M
$158.5M
$154.6M
$142.9M
$119.5M
$111.4M
$106.4M
$64.9M