IFP Advisors’s Ellsworth Growth & Income Fund ECF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $773 | Hold |
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|
2024
Q2 | $709 | Hold |
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|
2024
Q1 | $698 | Hold |
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|
2023
Q4 | $695 | Hold |
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|
2023
Q3 | $692 | Hold |
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|
2023
Q2 | $740 | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $7K | Buy |
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|
2022
Q3 | $7K | Sell |
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|
2022
Q2 | $7K | Hold |
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|
2022
Q1 | $7K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $100K | Buy |
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|
2018
Q3 | $68K | Buy |
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|
2018
Q2 | $21K | Sell |
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|
2018
Q1 | $24K | Hold |
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|
2017
Q4 | $24K | Sell |
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|
2017
Q3 | $33K | Hold |
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|
2017
Q2 | $33K | Sell |
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|
2017
Q1 | $32K | Sell |
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|
2016
Q4 | $33K | Sell |
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|
2016
Q3 | $46K | Buy |
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|
2016
Q2 | $44K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $85K | Buy |
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