Cambridge Investment Research Advisors’s Energy Services of America ESOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20,239
| Closed | -$121K | – | 3333 |
|
|
2023
Q4 | $121K | Hold |
20,239
| – | – | ﹤0.01% | 3007 |
|
|
2023
Q3 | $82K | Hold |
20,239
| – | – | ﹤0.01% | 2989 |
|
|
2023
Q2 | $59K | Hold |
20,239
| – | – | ﹤0.01% | 3069 |
|
|
2023
Q1 | $46K | Hold |
20,239
| – | – | ﹤0.01% | 3044 |
|
|
2022
Q4 | $52K | Sell |
20,239
-32,881
| -62% | -$84.5K | ﹤0.01% | 2974 |
|
|
2022
Q3 | $152K | Sell |
53,120
-61,341
| -54% | -$176K | ﹤0.01% | 2778 |
|
|
2022
Q2 | $236K | Buy |
114,461
+44,591
| +64% | +$91.9K | ﹤0.01% | 2579 |
|
|
2022
Q1 | $201K | Buy |
+69,870
| New | +$201K | ﹤0.01% | 2872 |
|