EFS
Essex Financial Services’s Under Armour UAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-7,920
| Closed | -$306K | – | 333 |
|
|
2016
Q3 | $306K | Sell |
7,920
-700
| -8% | -$27K | 0.07% | 241 |
|
|
2016
Q2 | $346K | Buy |
8,620
+1,575
| +22% | +$63.2K | 0.08% | 221 |
|
|
2016
Q1 | $598K | Sell |
7,045
-1,900
| -21% | -$161K | 0.15% | 149 |
|
|
2015
Q4 | $721K | Buy |
8,945
+4,855
| +119% | +$391K | 0.17% | 134 |
|
|
2015
Q3 | $396K | Buy |
4,090
+400
| +11% | +$38.7K | 0.1% | 203 |
|
|
2015
Q2 | $308K | Buy |
+3,690
| New | +$308K | 0.08% | 234 |
|