Sit Investment Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.3M | Buy |
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|
2025
Q2 | $7.91M | Buy |
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|
2025
Q1 | $4.32M | Buy |
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|
2024
Q4 | $3.08M | Buy |
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|
2024
Q3 | $1.09M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $215K | Sell |
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|
2016
Q4 | $839K | Sell |
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|
2016
Q3 | $1.2M | Sell |
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|
2016
Q2 | $2.3M | Buy |
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|
2016
Q1 | $1.95M | Buy |
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|
2015
Q4 | $1.55M | Sell |
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|
2015
Q3 | $2.1M | Sell |
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|
2015
Q2 | $2.56M | Buy |
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|
2015
Q1 | $501K | Buy |
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