Avantax Advisory Services’s Element Solutions ESI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,297
| Closed | -$287K | – | 2256 |
|
|
2024
Q4 | $287K | Buy |
11,297
+430
| +4% | +$10.9K | ﹤0.01% | 1808 |
|
|
2024
Q3 | $295K | Sell |
10,867
-214
| -2% | -$5.81K | ﹤0.01% | 1759 |
|
|
2024
Q2 | $301K | Buy |
+11,081
| New | +$301K | ﹤0.01% | 1697 |
|
|
2024
Q1 | – | Sell |
-15,721
| Closed | -$364K | – | 1667 |
|
|
2023
Q4 | $364K | Buy |
15,721
+598
| +4% | +$13.8K | ﹤0.01% | 1140 |
|
|
2023
Q3 | $297K | Buy |
15,123
+701
| +5% | +$13.7K | ﹤0.01% | 1206 |
|
|
2023
Q2 | $277K | Sell |
14,422
-48
| -0.3% | -$922 | ﹤0.01% | 1225 |
|
|
2023
Q1 | $279K | Hold |
14,470
| – | – | ﹤0.01% | 1184 |
|
|
2022
Q4 | $263K | Buy |
+14,470
| New | +$263K | ﹤0.01% | 1171 |
|