EFS
Essex Financial Services’s Oshkosh OSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,527
| Closed | -$285K | – | 519 |
|
|
2021
Q4 | $285K | Sell |
2,527
-3,796
| -60% | -$428K | 0.03% | 375 |
|
|
2021
Q3 | $647K | Sell |
6,323
-1,457
| -19% | -$149K | 0.07% | 240 |
|
|
2021
Q2 | $970K | Buy |
+7,780
| New | +$970K | 0.14% | 156 |
|
|
2018
Q1 | – | Sell |
-2,400
| Closed | -$218K | – | 367 |
|
|
2017
Q4 | $218K | Buy |
+2,400
| New | +$218K | 0.05% | 253 |
|
|
2014
Q3 | – | Sell |
-3,650
| Closed | -$203K | – | 308 |
|
|
2014
Q2 | $203K | Hold |
3,650
| – | – | 0.06% | 288 |
|
|
2014
Q1 | $215K | Buy |
+3,650
| New | +$215K | 0.07% | 259 |
|