ESB
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Essex Savings Bank’s Clear Secure YOU Stock Holding History

Essex Savings Bank’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$263K Sell
9,475
-426
-4% -$11.8K 0.06% 242
2025
Q1 		$256K Hold
9,901
– – 0.06% 238
2024
Q4 		$264K Sell
9,901
-600
-6% -$16K 0.07% 226
2024
Q3 		$348K Buy
+10,501
New +$348K 0.09% 190