EFS
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Essex Financial Services’s Bunge Global BG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,351
Closed -$210K 633
2024
Q3
$210K Buy
+2,351
New +$210K 0.02% 587
2023
Q2
Sell
-4,038
Closed -$386K 477
2023
Q1
$386K Sell
4,038
-693
-15% -$66.2K 0.04% 333
2022
Q4
$472K Sell
4,731
-300
-6% -$29.9K 0.05% 287
2022
Q3
$415K Sell
5,031
-304
-6% -$25.1K 0.05% 285
2022
Q2
$484K Buy
5,335
+1,015
+23% +$92.1K 0.05% 276
2022
Q1
$479K Buy
4,320
+115
+3% +$12.8K 0.05% 299
2021
Q4
$393K Buy
4,205
+224
+6% +$20.9K 0.04% 319
2021
Q3
$324K Sell
3,981
-10,900
-73% -$887K 0.04% 332
2021
Q2
$1.16M Buy
+14,881
New +$1.16M 0.17% 130