CAPTRUST Financial Advisors’s Espey Mfg & Electronics Corp ESP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-787
| Closed | -$11K | – | 2664 |
|
|
2022
Q2 | $11K | Buy |
+787
| New | +$11K | ﹤0.01% | 3690 |
|
|
2022
Q1 | – | Sell |
-787
| Closed | -$11K | – | 4972 |
|
|
2021
Q4 | $11K | Hold |
787
| – | – | ﹤0.01% | 3653 |
|
|
2021
Q3 | $11K | Hold |
787
| – | – | ﹤0.01% | 3543 |
|
|
2021
Q2 | $12K | Hold |
787
| – | – | ﹤0.01% | 3433 |
|
|
2021
Q1 | $12K | Hold |
787
| – | – | ﹤0.01% | 3331 |
|
|
2020
Q4 | $15K | Buy |
+787
| New | +$15K | ﹤0.01% | 2390 |
|
|
2020
Q3 | – | Sell |
-1,587
| Closed | -$27K | – | 3104 |
|
|
2020
Q2 | $27K | Buy |
+1,587
| New | +$27K | ﹤0.01% | 1828 |
|
|
2019
Q4 | – | Sell |
-1,587
| Closed | -$38K | – | 1243 |
|
|
2019
Q3 | $38K | Buy |
+1,587
| New | +$38K | ﹤0.01% | 1083 |
|