EFS
Essex Financial Services’s FMC FMC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,718
| Closed | -$214K | – | 494 |
|
2022
Q4 | $214K | Buy |
+1,718
| New | +$214K | 0.02% | 443 |
|
2022
Q2 | – | Sell |
-1,668
| Closed | -$219K | – | 492 |
|
2022
Q1 | $219K | Sell |
1,668
-187
| -10% | -$24.6K | 0.02% | 453 |
|
2021
Q4 | $204K | Buy |
+1,855
| New | +$204K | 0.02% | 474 |
|
2021
Q3 | – | Sell |
-2,743
| Closed | -$303K | – | 468 |
|
2021
Q2 | $303K | Hold |
2,743
| – | – | 0.04% | 326 |
|
2021
Q1 | $303K | Buy |
2,743
+768
| +39% | +$84.8K | 0.05% | 266 |
|
2020
Q4 | $227K | Hold |
1,975
| – | – | 0.04% | 290 |
|
2020
Q3 | $209K | Buy |
+1,975
| New | +$209K | 0.05% | 257 |
|