Marks Group Wealth Management’s ESCO Technologies ESE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-62,748
| Closed | -$5.65M | – | 312 |
|
|
2021
Q4 | $5.65M | Buy |
62,748
+4,164
| +7% | +$375K | 0.69% | 61 |
|
|
2021
Q3 | $4.5M | Buy |
58,584
+1,610
| +3% | +$124K | 0.61% | 72 |
|
|
2021
Q2 | $5.36M | Buy |
56,974
+7,448
| +15% | +$700K | 0.74% | 67 |
|
|
2021
Q1 | $5.4M | Sell |
49,526
-2,190
| -4% | -$239K | 0.8% | 49 |
|
|
2020
Q4 | $5.34M | Buy |
51,716
+18
| +0% | +$1.86K | 0.83% | 37 |
|
|
2020
Q3 | $4.17M | Buy |
51,698
+2,423
| +5% | +$195K | 0.75% | 64 |
|
|
2020
Q2 | $4.16M | Buy |
49,275
+660
| +1% | +$55.7K | 0.85% | 49 |
|
|
2020
Q1 | $3.69M | Buy |
48,615
+14,976
| +45% | +$1.14M | 0.95% | 33 |
|
|
2019
Q4 | $3.11M | Buy |
+33,639
| New | +$3.11M | 0.61% | 71 |
|