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Ellsworth Advisors’s ePlus PLUS Stock Holding History

Ellsworth Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,102
Closed -$487K – 196
2023
Q4 		$487K Buy
6,102
+134
+2% +$10.7K 0.15% 113
2023
Q3 		$384K Buy
+5,968
New +$384K 0.14% 124