Integrated Wealth Concepts’s Enstar Group ESGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,453
| Closed | -$467K | – | 1739 |
|
|
2024
Q3 | $467K | Sell |
1,453
-285
| -16% | -$91.6K | 0.01% | 1115 |
|
|
2024
Q2 | $532K | Hold |
1,738
| – | – | 0.01% | 1016 |
|
|
2024
Q1 | $540K | Hold |
1,738
| – | – | 0.01% | 1025 |
|
|
2023
Q4 | $512K | Hold |
1,738
| – | – | 0.01% | 994 |
|
|
2023
Q3 | $420K | Hold |
1,738
| – | – | 0.01% | 1055 |
|
|
2023
Q2 | $424K | Buy |
+1,738
| New | +$424K | 0.01% | 1058 |
|