BerganKDV Wealth Management’s Empire State Realty Trust ESRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1
| Closed | -$7 | – | 938 |
|
|
2023
Q1 | $7 | Hold |
1
| – | – | ﹤0.01% | 1052 |
|
|
2022
Q4 | $6 | Sell |
1
-291
| -100% | -$1.75K | ﹤0.01% | 1041 |
|
|
2022
Q3 | $2K | Buy |
292
+1
| +0.3% | +$7 | ﹤0.01% | 800 |
|
|
2022
Q2 | $2K | Buy |
291
+1
| +0.3% | +$7 | ﹤0.01% | 819 |
|
|
2022
Q1 | $3K | Buy |
290
+1
| +0.3% | +$10 | ﹤0.01% | 796 |
|
|
2021
Q4 | $3K | Sell |
289
-55
| -16% | -$571 | ﹤0.01% | 855 |
|
|
2021
Q3 | $3K | Buy |
344
+1
| +0.3% | +$9 | ﹤0.01% | 817 |
|
|
2021
Q2 | $4K | Hold |
343
| – | – | ﹤0.01% | 726 |
|
|
2021
Q1 | $4K | Hold |
343
| – | – | ﹤0.01% | 690 |
|
|
2020
Q4 | $3K | Sell |
343
-67
| -16% | -$586 | ﹤0.01% | 728 |
|
|
2020
Q3 | $3K | Buy |
+410
| New | +$3K | ﹤0.01% | 639 |
|