Apella Capital’s Empire State Realty Series ES ESBA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$121K Hold
2025
Q2
$135K Hold
2025
Q1
$117K Hold
2024
Q4
$175K Hold
2024
Q3
$181K Hold
2024
Q2
$164K Hold
2024
Q1
$172K Hold
2023
Q4
$159K Hold
2023
Q3
$138K Hold
2023
Q2
$126K Buy
2022
Q4
$112K Hold
2022
Q3
$110K Hold
2022
Q2
$122K Hold
2022
Q1
$168K Hold
2021
Q4
$153K Hold
2021
Q3
$173K Hold
2021
Q2
$207K Buy