Creative Planning’s Espey Mfg & Electronics Corp ESP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-700
| Closed | -$17K | – | 4301 |
|
|
2015
Q3 | $17K | Buy |
+700
| New | +$17K | ﹤0.01% | 2823 |
|
|
2015
Q2 | – | Sell |
-300
| Closed | -$9K | – | 1607 |
|
|
2015
Q1 | $9K | Hold |
300
| – | – | ﹤0.01% | 3193 |
|
|
2014
Q4 | $7K | Hold |
300
| – | – | ﹤0.01% | 3241 |
|
|
2014
Q3 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 3136 |
|