EFS
Essex Financial Services’s AllianceBernstein AB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Hold |
6,995
| – | – | 0.02% | 566 |
|
|
2025
Q1 | $268K | Hold |
6,995
| – | – | 0.02% | 523 |
|
|
2024
Q4 | $259K | Hold |
6,995
| – | – | 0.02% | 524 |
|
|
2024
Q3 | $265K | Hold |
6,995
| – | – | 0.02% | 521 |
|
|
2024
Q2 | $231K | Buy |
+6,995
| New | +$231K | 0.02% | 543 |
|
|
2022
Q1 | – | Sell |
-19,164
| Closed | -$936K | – | 502 |
|
|
2021
Q4 | $936K | Sell |
19,164
-7,270
| -28% | -$355K | 0.09% | 206 |
|
|
2021
Q3 | $1.31M | Buy |
26,434
+284
| +1% | +$14.1K | 0.15% | 153 |
|
|
2021
Q2 | $1.22M | Buy |
+26,150
| New | +$1.22M | 0.18% | 123 |
|