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Circle Wealth Management’s Elastic ESTC Stock Holding History

Circle Wealth Management’s Portfolio ESTC Stock Details ESTC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$917K Buy
10,291
+1,053
+11% +$93.8K 0.02% 117
2024
Q4 		$915K Hold
9,238
– – 0.02% 122
2024
Q3 		$709K Buy
9,238
+2,309
+33% +$177K 0.02% 145
2024
Q2 		$789K Buy
+6,929
New +$789K 0.02% 120