Cetera Investment Advisers’s ePlus PLUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,723
| Closed | -$201K | – | 4007 |
|
|
2024
Q4 | $201K | Sell |
2,723
-66
| -2% | -$4.88K | ﹤0.01% | 3423 |
|
|
2024
Q3 | $274K | Sell |
2,789
-79
| -3% | -$7.77K | ﹤0.01% | 3144 |
|
|
2024
Q2 | $211K | Sell |
2,868
-1,396
| -33% | -$103K | ﹤0.01% | 3321 |
|
|
2024
Q1 | $335K | Buy |
+4,264
| New | +$335K | ﹤0.01% | 2936 |
|
|
2023
Q4 | – | Sell |
-5,213
| Closed | -$331K | – | 2299 |
|
|
2023
Q3 | $331K | Buy |
5,213
+603
| +13% | +$38.3K | ﹤0.01% | 1653 |
|
|
2023
Q2 | $260K | Buy |
+4,610
| New | +$260K | ﹤0.01% | 1835 |
|