Cassaday & Co Wealth Management’s Empire State Realty Series ES ESBA Stock Holding History

Cassaday & Co Wealth Management’s Portfolio ESBA Stock Details ESBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$284K	Buy
2025 Q1	$279K	Buy
2024 Q4	$364K	Buy
2024 Q3	$377K	Buy
2024 Q2	$324K	Buy
2024 Q1	$353K	Buy
2023 Q4	$331K	Buy
2023 Q3	$281K	Buy
2023 Q2	$257K	Buy
2023 Q1	$226K	Buy
2022 Q4	$226K	Buy