B. Riley Wealth Advisors’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-1,506
| Closed | -$345K | – | 623 |
|
|
2016
Q2 | $345K | Sell |
1,506
-119
| -7% | -$27.3K | 0.07% | 354 |
|
|
2016
Q1 | $380K | Buy |
1,625
+515
| +46% | +$120K | 0.09% | 288 |
|
|
2015
Q4 | $266K | Sell |
1,110
-611
| -36% | -$146K | 0.05% | 404 |
|
|
2015
Q3 | $386K | Sell |
1,721
-331
| -16% | -$74.2K | 0.09% | 279 |
|
|
2015
Q2 | $438K | Buy |
2,052
+334
| +19% | +$71.3K | 0.11% | 237 |
|
|
2015
Q1 | $395K | Sell |
1,718
-295
| -15% | -$67.8K | 0.1% | 282 |
|
|
2014
Q4 | $3.47K | Buy |
+2,013
| New | +$3.47K | 0.07% | 328 |
|
|
2014
Q3 | – | Sell |
-2,149
| Closed | -$397K | – | 1015 |
|
|
2014
Q2 | $397K | Buy |
+2,149
| New | +$397K | 0.09% | 236 |
|