EFS
Essex Financial Services’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,796
| Closed | -$219K | – | 251 |
|
|
2019
Q4 | $219K | Sell |
5,796
-390
| -6% | -$14.7K | 0.06% | 242 |
|
|
2019
Q3 | $235K | Buy |
6,186
+150
| +2% | +$5.7K | 0.08% | 217 |
|
|
2019
Q2 | $252K | Buy |
6,036
+383
| +7% | +$16K | 0.07% | 204 |
|
|
2019
Q1 | $247K | Buy |
5,653
+15
| +0.3% | +$655 | 0.07% | 199 |
|
|
2018
Q4 | $214K | Sell |
5,638
-365
| -6% | -$13.9K | 0.07% | 225 |
|
|
2018
Q3 | $277K | Buy |
6,003
+679
| +13% | +$31.3K | 0.06% | 227 |
|
|
2018
Q2 | $243K | Sell |
5,324
-403
| -7% | -$18.4K | 0.06% | 233 |
|
|
2018
Q1 | $232K | Sell |
5,727
-741
| -11% | -$30K | 0.05% | 305 |
|
|
2017
Q4 | $272K | Sell |
6,468
-211
| -3% | -$8.87K | 0.06% | 225 |
|
|
2017
Q3 | $257K | Sell |
6,679
-102
| -2% | -$3.93K | 0.06% | 226 |
|
|
2017
Q2 | $235K | Sell |
6,781
-529
| -7% | -$18.3K | 0.05% | 310 |
|
|
2017
Q1 | $252K | Buy |
7,310
+3
| +0% | +$103 | 0.06% | 276 |
|
|
2016
Q4 | $273K | Sell |
7,307
-575
| -7% | -$21.5K | 0.06% | 263 |
|
|
2016
Q3 | $277K | Sell |
7,882
-26
| -0.3% | -$914 | 0.07% | 251 |
|
|
2016
Q2 | $281K | Sell |
7,908
-2,251
| -22% | -$80K | 0.07% | 246 |
|
|
2016
Q1 | $307K | Buy |
10,159
+61
| +0.6% | +$1.84K | 0.08% | 232 |
|
|
2015
Q4 | $316K | Buy |
10,098
+10
| +0.1% | +$313 | 0.08% | 226 |
|
|
2015
Q3 | $308K | Sell |
10,088
-38
| -0.4% | -$1.16K | 0.08% | 225 |
|
|
2015
Q2 | $405K | Sell |
10,126
-355
| -3% | -$14.2K | 0.1% | 205 |
|
|
2015
Q1 | $410K | Sell |
10,481
-792
| -7% | -$31K | 0.11% | 202 |
|
|
2014
Q4 | $430K | Buy |
11,273
+859
| +8% | +$32.8K | 0.11% | 193 |
|
|
2014
Q3 | $458K | Sell |
10,414
-125
| -1% | -$5.5K | 0.14% | 172 |
|
|
2014
Q2 | $556K | Buy |
10,539
+400
| +4% | +$21.1K | 0.17% | 145 |
|
|
2014
Q1 | $488K | Sell |
10,139
-50
| -0.5% | -$2.41K | 0.16% | 148 |
|
|
2013
Q4 | $495K | Sell |
10,189
-771
| -7% | -$37.5K | 0.17% | 132 |
|
|
2013
Q3 | $461 | Hold |
10,960
| – | – | 0.14% | 141 |
|
|
2013
Q2 | $457K | Buy |
+10,960
| New | +$457K | 0.16% | 138 |
|