AWM
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Altium Wealth Management’s Esquire Financial Holdings ESQ Stock Holding History

Altium Wealth Management’s Portfolio ESQ Stock Details ESQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-69,762
Closed -$1.18M – 343
2020
Q2 		$1.18M Hold
69,762
– – 0.13% 81
2020
Q1 		$1.05M Hold
69,762
– – 0.14% 77
2019
Q4 		$1.82M Hold
69,762
– – 0.22% 63
2019
Q3 		$1.73M Buy
+69,762
New +$1.73M 0.23% 57