IAM Advisory’s ESSA Bancorp ESSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,387
| Closed | -$260K | – | 85 |
|
|
2022
Q3 | $260K | Buy |
13,387
+100
| +0.8% | +$1.94K | 0.11% | 69 |
|
|
2022
Q2 | $223K | Buy |
13,287
+119
| +0.9% | +$2K | 0.09% | 73 |
|
|
2022
Q1 | $236K | Buy |
+13,168
| New | +$236K | 0.1% | 68 |
|
|
2021
Q4 | – | Sell |
-12,992
| Closed | -$211K | – | 73 |
|
|
2021
Q3 | $211K | Buy |
+12,992
| New | +$211K | 0.09% | 71 |
|
|
2021
Q2 | – | Sell |
-12,805
| Closed | -$201K | – | 61 |
|
|
2021
Q1 | $201K | Buy |
12,805
+92
| +0.7% | +$1.44K | 0.09% | 67 |
|
|
2020
Q4 | $191K | Buy |
+12,713
| New | +$191K | 0.1% | 62 |
|