SIA
Sage Investment Advisers’s Espey Mfg & Electronics Corp ESP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $580K | Sell |
19,282
-300
| -2% | -$9.03K | 0.61% | 40 |
|
|
2024
Q2 | $416K | Sell |
19,582
-1,250
| -6% | -$26.6K | 0.47% | 46 |
|
|
2024
Q1 | $526K | Hold |
20,832
| – | – | 0.6% | 39 |
|
|
2023
Q4 | $390K | Hold |
20,832
| – | – | 0.47% | 44 |
|
|
2023
Q3 | $336K | Hold |
20,832
| – | – | 0.46% | 44 |
|
|
2023
Q2 | $349K | Hold |
20,832
| – | – | 0.47% | 41 |
|
|
2023
Q1 | $422K | Hold |
20,832
| – | – | 0.56% | 40 |
|
|
2022
Q4 | $296K | Hold |
20,832
| – | – | 0.42% | 48 |
|
|
2022
Q3 | $287K | Hold |
20,832
| – | – | 0.45% | 49 |
|
|
2022
Q2 | $297K | Hold |
20,832
| – | – | 0.47% | 50 |
|
|
2022
Q1 | $290K | Hold |
20,832
| – | – | 0.38% | 56 |
|
|
2021
Q4 | $296K | Buy |
+20,832
| New | +$296K | 0.38% | 56 |
|