Carson Wealth (CWM LLC)’s ESSA Bancorp ESSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9K | Buy |
450
+177
| +65% | +$3.54K | ﹤0.01% | 4342 |
|
2025
Q1 | $5K | Buy |
273
+113
| +71% | +$2.07K | ﹤0.01% | 4434 |
|
2024
Q4 | $3K | Buy |
160
+27
| +20% | +$506 | ﹤0.01% | 4397 |
|
2024
Q3 | $3K | Buy |
133
+95
| +250% | +$2.14K | ﹤0.01% | 4265 |
|
2024
Q2 | $1K | Buy |
38
+37
| +3,700% | +$974 | ﹤0.01% | 4370 |
|
2024
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4425 |
|