Arete Wealth Advisors’s Escalade ESCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Hold |
20,929
| – | – | 0.02% | 569 |
|
|
2025
Q1 | $320K | Hold |
20,929
| – | – | 0.02% | 504 |
|
|
2024
Q4 | $306K | Sell |
20,929
-46
| -0.2% | -$673 | 0.02% | 550 |
|
|
2024
Q3 | $292K | Buy |
20,975
+6,059
| +41% | +$84.3K | 0.03% | 527 |
|
|
2024
Q2 | $200K | Buy |
+14,916
| New | +$200K | 0.02% | 664 |
|
|
2024
Q1 | – | Sell |
-12,964
| Closed | -$260K | – | 475 |
|
|
2023
Q4 | $260K | Sell |
12,964
-6,068
| -32% | -$122K | 0.02% | 588 |
|
|
2023
Q3 | $291K | Buy |
+19,032
| New | +$291K | 0.05% | 350 |
|