Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $45K | Buy |
142
+69
| +95% | +$21.9K | 0.01% | 718 |
|
|
2021
Q2 | $21K | Buy |
73
+15
| +26% | +$4.32K | ﹤0.01% | 884 |
|
|
2021
Q1 | $15K | Hold |
58
| – | – | ﹤0.01% | 891 |
|
|
2020
Q4 | $13K | Sell |
58
-11
| -16% | -$2.47K | ﹤0.01% | 812 |
|
|
2020
Q3 | $13K | Sell |
69
-18
| -21% | -$3.39K | ﹤0.01% | 717 |
|
|
2020
Q2 | $19K | Buy |
87
+36
| +71% | +$7.86K | 0.01% | 554 |
|
|
2020
Q1 | $10K | Buy |
51
+47
| +1,175% | +$9.22K | ﹤0.01% | 665 |
|
|
2019
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 1318 |
|
|
2019
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 1311 |
|
|
2019
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 1319 |
|
|
2019
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 1201 |
|
|
2018
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 987 |
|