BTWM
Baker Tilly Wealth Management’s Elastic ESTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,175
| Closed | -$371K | – | 503 |
|
|
2022
Q1 | $371K | Buy |
4,175
+1,007
| +32% | +$89.5K | 0.04% | 403 |
|
|
2021
Q4 | $390K | Buy |
3,168
+172
| +6% | +$21.2K | 0.04% | 398 |
|
|
2021
Q3 | $446K | Buy |
2,996
+41
| +1% | +$6.1K | 0.06% | 344 |
|
|
2021
Q2 | $431K | Buy |
2,955
+654
| +28% | +$95.4K | 0.07% | 312 |
|
|
2021
Q1 | $256K | Buy |
2,301
+474
| +26% | +$52.7K | 0.05% | 395 |
|
|
2020
Q4 | $267K | Buy |
+1,827
| New | +$267K | 0.08% | 264 |
|