EFS
Essex Financial Services’s Atlassian TEAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Sell |
1,214
-266
| -18% | -$54K | 0.02% | 603 |
|
|
2025
Q1 | $314K | Buy |
1,480
+236
| +19% | +$50.1K | 0.02% | 484 |
|
|
2024
Q4 | $303K | Buy |
1,244
+122
| +11% | +$29.7K | 0.02% | 489 |
|
|
2024
Q3 | $218K | Buy |
+1,122
| New | +$218K | 0.02% | 581 |
|
|
2024
Q1 | – | Sell |
-846
| Closed | -$201K | – | 557 |
|
|
2023
Q4 | $201K | Buy |
+846
| New | +$201K | 0.02% | 485 |
|
|
2022
Q4 | – | Sell |
-2,056
| Closed | -$433K | – | 494 |
|
|
2022
Q3 | $433K | Sell |
2,056
-135
| -6% | -$28.4K | 0.05% | 277 |
|
|
2022
Q2 | $411K | Buy |
2,191
+92
| +4% | +$17.3K | 0.05% | 307 |
|
|
2022
Q1 | $617K | Buy |
2,099
+207
| +11% | +$60.8K | 0.06% | 259 |
|
|
2021
Q4 | $721K | Buy |
1,892
+5
| +0.3% | +$1.91K | 0.07% | 241 |
|
|
2021
Q3 | $739K | Buy |
1,887
+417
| +28% | +$163K | 0.08% | 222 |
|
|
2021
Q2 | $310K | Hold |
1,470
| – | – | 0.04% | 322 |
|
|
2021
Q1 | $310K | Buy |
1,470
+86
| +6% | +$18.1K | 0.06% | 263 |
|
|
2020
Q4 | $324K | Buy |
1,384
+140
| +11% | +$32.8K | 0.06% | 237 |
|
|
2020
Q3 | $226K | Sell |
1,244
-200
| -14% | -$36.3K | 0.06% | 248 |
|
|
2020
Q2 | $260K | Sell |
1,444
-1,925
| -57% | -$347K | 0.08% | 207 |
|
|
2020
Q1 | $462K | Buy |
3,369
+400
| +13% | +$54.9K | 0.16% | 133 |
|
|
2019
Q4 | $357K | Buy |
2,969
+571
| +24% | +$68.7K | 0.1% | 185 |
|
|
2019
Q3 | $301K | Buy |
+2,398
| New | +$301K | 0.1% | 185 |
|