IFP Advisors’s ePlus PLUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.61K | Buy |
+64
| New | +$4.61K | ﹤0.01% | 3445 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$74 | – | 4605 |
|
|
2024
Q4 | $74 | Buy |
+1
| New | +$74 | ﹤0.01% | 4136 |
|
|
2023
Q1 | – | Sell |
-219
| Closed | -$20K | – | 4173 |
|
|
2022
Q4 | $20K | Buy |
219
+72
| +49% | +$6.58K | ﹤0.01% | 2887 |
|
|
2022
Q3 | $24K | Sell |
147
-59
| -29% | -$9.63K | ﹤0.01% | 2934 |
|
|
2022
Q2 | $30K | Hold |
206
| – | – | ﹤0.01% | 2533 |
|
|
2022
Q1 | $30K | Buy |
+206
| New | +$30K | ﹤0.01% | 2533 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4246 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4019 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3919 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3756 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3629 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3461 |
|
|
2020
Q1 | – | Sell |
-56
| Closed | -$2K | – | 3399 |
|
|
2019
Q4 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 2525 |
|
|
2017
Q1 | – | Sell |
-1,948
| Closed | -$56K | – | 4057 |
|
|
2016
Q4 | $56K | Sell |
1,948
-32
| -2% | -$920 | ﹤0.01% | 1810 |
|
|
2016
Q3 | $47K | Buy |
1,980
+20
| +1% | +$475 | ﹤0.01% | 1849 |
|
|
2016
Q2 | $40K | Buy |
+1,960
| New | +$40K | ﹤0.01% | 1905 |
|
|
2016
Q1 | – | Sell |
-1,740
| Closed | -$41K | – | 3151 |
|
|
2015
Q4 | $41K | Buy |
+1,740
| New | +$41K | ﹤0.01% | 1728 |
|