EFS
Essex Financial Services’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-417
| Closed | -$208K | – | 658 |
|
|
2024
Q4 | $208K | Sell |
417
-52
| -11% | -$25.9K | 0.01% | 600 |
|
|
2024
Q3 | $241K | Buy |
+469
| New | +$241K | 0.02% | 549 |
|
|
2019
Q2 | – | Sell |
-969
| Closed | -$204K | – | 249 |
|
|
2019
Q1 | $204K | Buy |
+969
| New | +$204K | 0.06% | 215 |
|
|
2018
Q4 | – | Sell |
-1,064
| Closed | -$208K | – | 288 |
|
|
2018
Q3 | $208K | Hold |
1,064
| – | – | 0.05% | 268 |
|
|
2018
Q2 | $217K | Hold |
1,064
| – | – | 0.05% | 251 |
|
|
2018
Q1 | $203K | Buy |
+1,064
| New | +$203K | 0.04% | 332 |
|