FRG Family Wealth Advisors’s Elbit Systems ESLT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-200	Closed	-$40.6K	–	212
2024 Q1	$40.6K	Buy	+200	New	+$41.6K	0.01%	211
2021 Q2	–	Sell	-1,505	Closed	-$215K	–	137
2021 Q1	$215K	Sell	1,505 -560	-27%	-$76.6K	0.04%	130
2020 Q4	$270K	Sell	2,065 -170	-8%	-$20.5K	0.06%	117
2020 Q3	$269K	Hold	2,235	–	–	0.07%	113
2020 Q2	$306K	Hold	2,235	–	–	0.08%	105
2020 Q1	$285K	Sell	2,235 -500	-18%	-$73.2K	0.09%	96
2019 Q4	$424K	Hold	2,735	–	–	0.1%	93
2019 Q3	$451K	Hold	2,735	–	–	0.12%	94
2019 Q2	$409K	Hold	2,735	–	–	0.11%	96
2019 Q1	$353K	Hold	2,735	–	–	0.1%	103
2018 Q4	$312K	Sell	2,735 -1,035	-27%	-$126K	0.1%	104
2018 Q3	$473K	Hold	3,770	–	–	0.13%	101
2018 Q2	$448K	Hold	3,770	–	–	0.13%	106
2018 Q1	$458K	Hold	3,770	–	–	0.15%	106
2017 Q4	$503K	Hold	3,770	–	–	0.16%	102
2017 Q3	$554K	Hold	3,770	–	–	0.19%	100
2017 Q2	$467K	Buy	3,770 +480	+15%	+$57.8K	0.17%	103
2017 Q1	$377K	Buy	3,290 +925	+39%	+$105K	0.15%	106
2016 Q4	$241K	Buy	+2,365	New	+$236K	0.1%	120