CAPTRUST Financial Advisors’s Escalade ESCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-350
| Closed | -$5K | – | 2658 |
|
|
2022
Q2 | $5K | Sell |
350
-46
| -12% | -$657 | ﹤0.01% | 4076 |
|
|
2022
Q1 | $5K | Sell |
396
-139
| -26% | -$1.76K | ﹤0.01% | 4147 |
|
|
2021
Q4 | $8K | Hold |
535
| – | – | ﹤0.01% | 3840 |
|
|
2021
Q3 | $10K | Hold |
535
| – | – | ﹤0.01% | 3599 |
|
|
2021
Q2 | $12K | Hold |
535
| – | – | ﹤0.01% | 3432 |
|
|
2021
Q1 | $11K | Buy |
+535
| New | +$11K | ﹤0.01% | 3382 |
|