EFS
Essex Financial Services’s Loews L Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,239
| Closed | -$884K | – | 494 |
|
|
2023
Q1 | $884K | Sell |
15,239
-9
| -0.1% | -$522 | 0.09% | 200 |
|
|
2022
Q4 | $889K | Sell |
15,248
-7
| -0% | -$408 | 0.09% | 195 |
|
|
2022
Q3 | $760K | Hold |
15,255
| – | – | 0.09% | 197 |
|
|
2022
Q2 | $904K | Sell |
15,255
-6
| -0% | -$356 | 0.1% | 193 |
|
|
2022
Q1 | $989K | Sell |
15,261
-10,971
| -42% | -$711K | 0.09% | 202 |
|
|
2021
Q4 | $1.52M | Hold |
26,232
| – | – | 0.15% | 148 |
|
|
2021
Q3 | $1.42M | Hold |
26,232
| – | – | 0.16% | 144 |
|
|
2021
Q2 | $1.43M | Buy |
+26,232
| New | +$1.43M | 0.21% | 110 |
|
|
2014
Q2 | – | Sell |
-5,630
| Closed | -$248K | – | 311 |
|
|
2014
Q1 | $248K | Sell |
5,630
-1,635
| -23% | -$72K | 0.08% | 241 |
|
|
2013
Q4 | $350K | Buy |
7,265
+280
| +4% | +$13.5K | 0.12% | 181 |
|
|
2013
Q3 | $326 | Sell |
6,985
-360
| -5% | -$17 | 0.1% | 184 |
|
|
2013
Q2 | $326K | Buy |
+7,345
| New | +$326K | 0.11% | 176 |
|