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Foundations Investment Advisors’s Esquire Financial Holdings ESQ Stock Holding History

Foundations Investment Advisors’s Portfolio ESQ Stock Details ESQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,945
Closed -$524K – 938
2025
Q1 		$524K Buy
6,945
+4,194
+152% +$316K 0.01% 567
2024
Q4 		$219K Sell
2,751
-544
-17% -$43.2K ﹤0.01% 781
2024
Q3 		$215K Buy
+3,295
New +$215K ﹤0.01% 752