WE
Wealth Effects’s Elastic ESTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Sell |
27,908
-865
| -3% | -$72.9K | 0.88% | 21 |
|
|
2025
Q1 | $2.56M | Sell |
28,773
-27
| -0.1% | -$2.41K | 1.08% | 14 |
|
|
2024
Q4 | $2.85M | Buy |
28,800
+5,830
| +25% | +$578K | 1.01% | 15 |
|
|
2024
Q3 | $1.76M | Buy |
22,970
+6,010
| +35% | +$461K | 0.62% | 36 |
|
|
2024
Q2 | $1.93M | Buy |
16,960
+3,625
| +27% | +$413K | 0.7% | 27 |
|
|
2024
Q1 | $1.34M | Buy |
13,335
+2,680
| +25% | +$269K | 0.49% | 46 |
|
|
2023
Q4 | $1.2M | Sell |
10,655
-2
| -0% | -$225 | 0.45% | 54 |
|
|
2023
Q3 | $866K | Buy |
10,657
+1,115
| +12% | +$90.6K | 0.43% | 52 |
|
|
2023
Q2 | $612K | Buy |
9,542
+1,412
| +17% | +$90.5K | 0.27% | 81 |
|
|
2023
Q1 | $471K | Buy |
8,130
+35
| +0.4% | +$2.03K | 0.24% | 94 |
|
|
2022
Q4 | $417K | Sell |
8,095
-2,222
| -22% | -$114K | 0.24% | 101 |
|
|
2022
Q3 | $740K | Buy |
10,317
+1,310
| +15% | +$94K | 0.45% | 52 |
|
|
2022
Q2 | $610K | Buy |
9,007
+1,220
| +16% | +$82.6K | 0.37% | 66 |
|
|
2022
Q1 | $693K | Buy |
7,787
+3,417
| +78% | +$304K | 0.32% | 67 |
|
|
2021
Q4 | $538K | Buy |
+4,370
| New | +$538K | 0.22% | 94 |
|