CreativeOne Wealth’s Energy Services of America ESOA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-13,250
Closed -$109K 809
2024
Q1
$109K Buy
+13,250
New +$109K ﹤0.01% 860