Kore Private Wealth’s Esquire Financial Holdings ESQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $249K | Hold |
6,625
| – | – | 0.05% | 216 |
|
|
2022
Q2 | $221K | Sell |
6,625
-525
| -7% | -$17.5K | 0.03% | 260 |
|
|
2022
Q1 | $240K | Sell |
7,150
-8,850
| -55% | -$297K | 0.03% | 280 |
|
|
2021
Q4 | $504K | Hold |
16,000
| – | – | 0.06% | 172 |
|
|
2021
Q3 | $459K | Hold |
16,000
| – | – | 0.05% | 254 |
|
|
2021
Q2 | $379K | Hold |
16,000
| – | – | 0.04% | 269 |
|
|
2021
Q1 | $365K | Hold |
16,000
| – | – | 0.05% | 236 |
|
|
2020
Q4 | $307K | Hold |
16,000
| – | – | 0.05% | 230 |
|
|
2020
Q3 | $240K | Hold |
16,000
| – | – | 0.05% | 228 |
|
|
2020
Q2 | $270K | Hold |
16,000
| – | – | 0.06% | 191 |
|
|
2020
Q1 | $241K | Hold |
16,000
| – | – | 0.06% | 184 |
|
|
2019
Q4 | $417K | Hold |
16,000
| – | – | 0.08% | 158 |
|
|
2019
Q3 | $382K | Hold |
16,000
| – | – | 0.09% | 152 |
|
|
2019
Q2 | $402K | Hold |
16,000
| – | – | 0.09% | 145 |
|
|
2019
Q1 | $364K | Buy |
+16,000
| New | +$364K | 0.08% | 144 |
|