Creative Planning’s ESSA Bancorp ESSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-38,500
| Closed | -$603K | – | 1919 |
|
|
2017
Q4 | $603K | Hold |
38,500
| – | – | ﹤0.01% | 960 |
|
|
2017
Q3 | $604K | Hold |
38,500
| – | – | ﹤0.01% | 948 |
|
|
2017
Q2 | $567K | Hold |
38,500
| – | – | ﹤0.01% | 953 |
|
|
2017
Q1 | $561K | Hold |
38,500
| – | – | ﹤0.01% | 927 |
|
|
2016
Q4 | $605K | Buy |
38,500
+500
| +1% | +$7.86K | ﹤0.01% | 835 |
|
|
2016
Q3 | $526K | Hold |
38,000
| – | – | ﹤0.01% | 859 |
|
|
2016
Q2 | $509K | Hold |
38,000
| – | – | ﹤0.01% | 765 |
|
|
2016
Q1 | $513K | Hold |
38,000
| – | – | ﹤0.01% | 739 |
|
|
2015
Q4 | $520K | Hold |
38,000
| – | – | ﹤0.01% | 732 |
|
|
2015
Q3 | $492K | Hold |
38,000
| – | – | ﹤0.01% | 748 |
|
|
2015
Q2 | $489K | Buy |
+38,000
| New | +$489K | ﹤0.01% | 661 |
|