EFS
Essex Financial Services’s Intercontinental Exchange ICE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Sell |
1,484
-32
| -2% | -$5.87K | 0.02% | 579 |
|
|
2025
Q1 | $261K | Sell |
1,516
-341
| -18% | -$58.8K | 0.02% | 530 |
|
|
2024
Q4 | $277K | Sell |
1,857
-47
| -2% | -$7K | 0.02% | 510 |
|
|
2024
Q3 | $316K | Buy |
+1,904
| New | +$316K | 0.02% | 481 |
|
|
2022
Q1 | – | Sell |
-2,196
| Closed | -$300K | – | 514 |
|
|
2021
Q4 | $300K | Buy |
+2,196
| New | +$300K | 0.03% | 367 |
|