Rosenthal Henry Capital Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-20,000
| Closed | -$832K | – | 66 |
|
|
2019
Q2 | $832K | Hold |
20,000
| – | – | 0.78% | 38 |
|
|
2019
Q1 | $815K | Sell |
20,000
-40,000
| -67% | -$1.63M | 0.8% | 39 |
|
|
2018
Q4 | $2.26M | Hold |
60,000
| – | – | 2.13% | 22 |
|
|
2018
Q3 | $3.18M | Hold |
60,000
| – | – | 2.49% | 15 |
|
|
2018
Q2 | $3.24M | Buy |
60,000
+1,075
| +2% | +$58K | 2.4% | 16 |
|
|
2018
Q1 | $2.76M | Buy |
58,925
+800
| +1% | +$37.5K | 2.19% | 20 |
|
|
2017
Q4 | $2.62M | Buy |
58,125
+550
| +1% | +$24.8K | 2.07% | 21 |
|
|
2017
Q3 | $2.44M | Sell |
57,575
-500
| -0.9% | -$21.2K | 1.87% | 25 |
|
|
2017
Q2 | $2.37M | Buy |
58,075
+1,600
| +3% | +$65.3K | 1.96% | 18 |
|
|
2017
Q1 | $2.4M | Buy |
56,475
+19,475
| +53% | +$826K | 2.01% | 19 |
|
|
2016
Q4 | $1.59M | Buy |
+37,000
| New | +$1.59M | 1.32% | 34 |
|