Creative Planning’s Elmira Savings Bank Elmira NY ESBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,803
| Closed | -$35K | – | 3926 |
|
|
2017
Q2 | $35K | Hold |
1,803
| – | – | ﹤0.01% | 2776 |
|
|
2017
Q1 | $37K | Hold |
1,803
| – | – | ﹤0.01% | 2668 |
|
|
2016
Q4 | $35K | Hold |
1,803
| – | – | ﹤0.01% | 2655 |
|
|
2016
Q3 | $34K | Buy |
1,803
+469
| +35% | +$8.84K | ﹤0.01% | 2636 |
|
|
2016
Q2 | $25K | Hold |
1,334
| – | – | ﹤0.01% | 2620 |
|
|
2016
Q1 | $23K | Hold |
1,334
| – | – | ﹤0.01% | 2644 |
|
|
2015
Q4 | $25K | Hold |
1,334
| – | – | ﹤0.01% | 2654 |
|
|
2015
Q3 | $24K | Buy |
+1,334
| New | +$24K | ﹤0.01% | 2584 |
|
|
2015
Q2 | – | Sell |
-1,334
| Closed | -$26K | – | 3184 |
|
|
2015
Q1 | $26K | Hold |
1,334
| – | – | ﹤0.01% | 2507 |
|
|
2014
Q4 | $29K | Hold |
1,334
| – | – | ﹤0.01% | 2363 |
|
|
2014
Q3 | $28K | Hold |
1,334
| – | – | ﹤0.01% | 2286 |
|
|
2014
Q2 | $31K | Hold |
1,334
| – | – | ﹤0.01% | 2178 |
|
|
2014
Q1 | $31K | Hold |
1,334
| – | – | ﹤0.01% | 2108 |
|
|
2013
Q4 | $32K | Hold |
1,334
| – | – | ﹤0.01% | 1911 |
|
|
2013
Q3 | $28K | Hold |
1,334
| – | – | ﹤0.01% | 1901 |
|
|
2013
Q2 | $25K | Buy |
+1,334
| New | +$25K | ﹤0.01% | 1804 |
|