EFS
Essex Financial Services’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,920
| Closed | -$223K | – | 246 |
|
|
2018
Q4 | $223K | Hold |
1,920
| – | – | 0.07% | 218 |
|
|
2018
Q3 | $249K | Buy |
+1,920
| New | +$249K | 0.05% | 243 |
|
|
2018
Q1 | – | Sell |
-2,290
| Closed | -$224K | – | 361 |
|
|
2017
Q4 | $224K | Sell |
2,290
-130
| -5% | -$12.7K | 0.05% | 248 |
|
|
2017
Q3 | $230K | Sell |
2,420
-260
| -10% | -$24.7K | 0.06% | 244 |
|
|
2017
Q2 | $240K | Buy |
+2,680
| New | +$240K | 0.05% | 304 |
|