RWM
Ritholtz Wealth Management’s Energy Services of America ESOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,108
| Closed | -$133K | – | 1000 |
|
|
2025
Q1 | $133K | Sell |
14,108
-20,428
| -59% | -$193K | ﹤0.01% | 894 |
|
|
2024
Q4 | $436K | Sell |
34,536
-31,011
| -47% | -$391K | 0.01% | 602 |
|
|
2024
Q3 | $623K | Buy |
65,547
+4,669
| +8% | +$44.4K | 0.02% | 502 |
|
|
2024
Q2 | $436K | Buy |
60,878
+19,380
| +47% | +$139K | 0.01% | 563 |
|
|
2024
Q1 | $342K | Buy |
+41,498
| New | +$342K | 0.01% | 604 |
|