MorganRosel Wealth Management’s Element Solutions ESI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-32,969
| Closed | -$587K | – | 97 |
|
|
2022
Q2 | $587K | Sell |
32,969
-7,830
| -19% | -$139K | 0.31% | 58 |
|
|
2022
Q1 | $893K | Sell |
40,799
-4,735
| -10% | -$104K | 0.43% | 45 |
|
|
2021
Q4 | $1.11M | Buy |
45,534
+2,022
| +5% | +$49.1K | 0.54% | 33 |
|
|
2021
Q3 | $943K | Sell |
43,512
-414
| -0.9% | -$8.97K | 0.51% | 32 |
|
|
2021
Q2 | $1.03M | Sell |
43,926
-506
| -1% | -$11.8K | 0.58% | 28 |
|
|
2021
Q1 | $813K | Buy |
+44,432
| New | +$813K | 0.51% | 42 |
|