EFS
Essex Financial Services’s Toyota TM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-2,200
| Closed | -$271K | – | 322 |
|
|
2015
Q4 | $271K | Sell |
2,200
-450
| -17% | -$55.4K | 0.07% | 246 |
|
|
2015
Q3 | $311K | Buy |
+2,650
| New | +$311K | 0.08% | 222 |
|
|
2015
Q2 | – | Sell |
-2,650
| Closed | -$371K | – | 342 |
|
|
2015
Q1 | $371K | Buy |
2,650
+60
| +2% | +$8.4K | 0.1% | 210 |
|
|
2014
Q4 | $325K | Buy |
+2,590
| New | +$325K | 0.08% | 224 |
|
|
2013
Q3 | – | Sell |
-1,745
| Closed | -$211K | – | 277 |
|
|
2013
Q2 | $211K | Buy |
+1,745
| New | +$211K | 0.07% | 241 |
|