GWM
ESGR
Guardian Wealth Management’s Enstar Group ESGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,555
| Closed | -$822K | – | 233 |
|
|
2024
Q3 | $822K | Sell |
2,555
-12,459
| -83% | -$4.01M | 0.58% | 47 |
|
|
2024
Q2 | $4.59M | Buy |
15,014
+124
| +0.8% | +$37.9K | 3.51% | 8 |
|
|
2024
Q1 | $4.63M | Sell |
14,890
-528
| -3% | -$164K | 3.56% | 7 |
|
|
2023
Q4 | $4.54M | Sell |
15,418
-149
| -1% | -$43.9K | 3.84% | 3 |
|
|
2023
Q3 | $3.77M | Buy |
15,567
+300
| +2% | +$72.6K | 3.53% | 4 |
|
|
2023
Q2 | $3.73M | Buy |
15,267
+401
| +3% | +$97.9K | 3.4% | 3 |
|
|
2023
Q1 | $3.45M | Buy |
14,866
+189
| +1% | +$43.8K | 3.32% | 4 |
|
|
2022
Q4 | $3.39M | Buy |
+14,677
| New | +$3.39M | 3.34% | 3 |
|