Morton Brown Family Wealth’s ESSA Bancorp ESSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-200
| Closed | -$4K | – | 244 |
|
|
2023
Q4 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 216 |
|
|
2022
Q4 | – | Sell |
-33
| Closed | -$1K | – | 187 |
|
|
2022
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 189 |
|
|
2022
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 228 |
|
|
2022
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 136 |
|
|
2021
Q4 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 192 |
|