EFS
Essex Financial Services’s Fortive FTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,097
| Closed | -$227K | – | 697 |
|
|
2025
Q1 | $227K | Sell |
3,097
-74
| -2% | -$5.42K | 0.02% | 570 |
|
|
2024
Q4 | $238K | Buy |
3,171
+491
| +18% | +$36.8K | 0.02% | 550 |
|
|
2024
Q3 | $203K | Buy |
+2,680
| New | +$203K | 0.01% | 599 |
|
|
2024
Q2 | – | Sell |
-2,361
| Closed | -$203K | – | 619 |
|
|
2024
Q1 | $203K | Buy |
+2,361
| New | +$203K | 0.02% | 512 |
|
|
2022
Q2 | – | Sell |
-3,424
| Closed | -$209K | – | 495 |
|
|
2022
Q1 | $209K | Sell |
3,424
-103
| -3% | -$6.29K | 0.02% | 469 |
|
|
2021
Q4 | $269K | Buy |
3,527
+39
| +1% | +$2.97K | 0.03% | 390 |
|
|
2021
Q3 | $246K | Buy |
3,488
+326
| +10% | +$23K | 0.03% | 394 |
|
|
2021
Q2 | $223K | Hold |
3,162
| – | – | 0.03% | 405 |
|
|
2021
Q1 | $223K | Buy |
3,162
+68
| +2% | +$4.8K | 0.04% | 318 |
|
|
2020
Q4 | $220K | Buy |
+3,094
| New | +$220K | 0.04% | 295 |
|
|
2019
Q4 | – | Sell |
-3,307
| Closed | -$227K | – | 274 |
|
|
2019
Q3 | $227K | Buy |
3,307
+9
| +0.3% | +$618 | 0.07% | 222 |
|
|
2019
Q2 | $269K | Hold |
3,298
| – | – | 0.08% | 194 |
|
|
2019
Q1 | $277K | Hold |
3,298
| – | – | 0.08% | 181 |
|
|
2018
Q4 | $223K | Sell |
3,298
-498
| -13% | -$33.7K | 0.07% | 217 |
|
|
2018
Q3 | $320K | Buy |
3,796
+198
| +6% | +$16.7K | 0.07% | 213 |
|
|
2018
Q2 | $277K | Hold |
3,598
| – | – | 0.07% | 221 |
|
|
2018
Q1 | $279K | Buy |
+3,598
| New | +$279K | 0.05% | 279 |
|