EFS
Essex Financial Services’s International Paper IP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,379
| Closed | -$236K | – | 650 |
|
|
2024
Q4 | $236K | Sell |
4,379
-2,104
| -32% | -$113K | 0.02% | 556 |
|
|
2024
Q3 | $308K | Buy |
6,483
+65
| +1% | +$3.09K | 0.02% | 491 |
|
|
2024
Q2 | $288K | Buy |
+6,418
| New | +$288K | 0.02% | 492 |
|
|
2021
Q3 | – | Sell |
-3,287
| Closed | -$202K | – | 471 |
|
|
2021
Q2 | $202K | Buy |
+3,287
| New | +$202K | 0.03% | 439 |
|
|
2020
Q2 | – | Sell |
-6,865
| Closed | -$214K | – | 255 |
|
|
2020
Q1 | $214K | Buy |
6,865
+1,812
| +36% | +$56.5K | 0.08% | 222 |
|
|
2019
Q4 | $233K | Sell |
5,053
-47
| -0.9% | -$2.17K | 0.06% | 237 |
|
|
2019
Q3 | $213K | Buy |
5,100
+1
| +0% | +$42 | 0.07% | 231 |
|
|
2019
Q2 | $221K | Buy |
5,099
+1
| +0% | +$43 | 0.07% | 217 |
|
|
2019
Q1 | $236K | Buy |
+5,098
| New | +$236K | 0.07% | 203 |
|
|
2018
Q4 | – | Sell |
-6,299
| Closed | -$310K | – | 269 |
|
|
2018
Q3 | $310K | Buy |
6,299
+650
| +12% | +$32K | 0.07% | 216 |
|
|
2018
Q2 | $294K | Hold |
5,649
| – | – | 0.07% | 216 |
|
|
2018
Q1 | $302K | Sell |
5,649
-12
| -0.2% | -$642 | 0.06% | 265 |
|
|
2017
Q4 | $328K | Sell |
5,661
-850
| -13% | -$49.2K | 0.08% | 204 |
|
|
2017
Q3 | $370K | Buy |
6,511
+12
| +0.2% | +$682 | 0.09% | 184 |
|
|
2017
Q2 | $368K | Buy |
6,499
+1,850
| +40% | +$105K | 0.08% | 238 |
|
|
2017
Q1 | $236K | Hold |
4,649
| – | – | 0.05% | 287 |
|
|
2016
Q4 | $247K | Sell |
4,649
-215
| -4% | -$11.4K | 0.05% | 271 |
|
|
2016
Q3 | $233K | Hold |
4,864
| – | – | 0.06% | 269 |
|
|
2016
Q2 | $206K | Sell |
4,864
-490
| -9% | -$20.8K | 0.05% | 281 |
|
|
2016
Q1 | $220K | Buy |
5,354
+30
| +0.6% | +$1.23K | 0.05% | 272 |
|
|
2015
Q4 | $201K | Hold |
5,324
| – | – | 0.05% | 300 |
|
|
2015
Q3 | $201K | Sell |
5,324
-530
| -9% | -$20K | 0.05% | 297 |
|
|
2015
Q2 | $279K | Sell |
5,854
-100
| -2% | -$4.77K | 0.07% | 246 |
|
|
2015
Q1 | $330K | Hold |
5,954
| – | – | 0.08% | 223 |
|
|
2014
Q4 | $319K | Buy |
5,954
+807
| +16% | +$43.2K | 0.08% | 225 |
|
|
2014
Q3 | $246K | Buy |
5,147
+230
| +5% | +$11K | 0.07% | 249 |
|
|
2014
Q2 | $248K | Buy |
+4,917
| New | +$248K | 0.07% | 253 |
|