AGF Investments LLC’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-21
| Closed | -$6K | – | 607 |
|
2019
Q4 | $6K | Buy |
21
+9
| +75% | +$2.57K | ﹤0.01% | 529 |
|
2019
Q3 | $4K | Buy |
+12
| New | +$4K | ﹤0.01% | 568 |
|
2018
Q4 | – | Sell |
-198
| Closed | -$49K | – | 728 |
|
2018
Q3 | $49K | Buy |
198
+36
| +22% | +$8.91K | 0.01% | 387 |
|
2018
Q2 | $38 | Buy |
162
+21
| +15% | +$5 | ﹤0.01% | 459 |
|
2018
Q1 | $34K | Sell |
141
-12
| -8% | -$2.89K | 0.01% | 373 |
|
2017
Q4 | $37K | Sell |
153
-17
| -10% | -$4.11K | 0.01% | 327 |
|
2017
Q3 | $44K | Hold |
170
| – | – | 0.01% | 265 |
|
2017
Q2 | $44K | Buy |
170
+18
| +12% | +$4.66K | 0.01% | 327 |
|
2017
Q1 | $36K | Sell |
152
-38
| -20% | -$9K | 0.01% | 287 |
|
2016
Q4 | $44K | Buy |
+190
| New | +$44K | 0.01% | 339 |
|