CastleKeep Investment Advisors’s ePlus PLUS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-22,879
| Closed | -$1.4M | – | 96 |
|
2025
Q1 | $1.4M | Sell |
22,879
-274
| -1% | -$16.7K | 0.72% | 40 |
|
2024
Q4 | $1.71M | Buy |
23,153
+10,785
| +87% | +$797K | 1.2% | 19 |
|
2024
Q3 | $1.22M | Buy |
12,368
+133
| +1% | +$13.1K | 0.83% | 36 |
|
2024
Q2 | $901K | Buy |
+12,235
| New | +$901K | 0.7% | 59 |
|