EFS
Essex Financial Services’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-9,000
| Closed | -$451K | – | 300 |
|
|
2014
Q2 | $451K | Hold |
9,000
| – | – | 0.14% | 175 |
|
|
2014
Q1 | $466K | Hold |
9,000
| – | – | 0.15% | 152 |
|
|
2013
Q4 | $428K | Hold |
9,000
| – | – | 0.14% | 149 |
|
|
2013
Q3 | $354 | Hold |
9,000
| – | – | 0.11% | 167 |
|
|
2013
Q2 | $358K | Buy |
+9,000
| New | +$358K | 0.13% | 164 |
|