BTR Capital Management’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,325
| Closed | -$383K | – | 173 |
|
|
2019
Q1 | $383K | Hold |
1,325
| – | – | 0.07% | 119 |
|
|
2018
Q4 | $325K | Hold |
1,325
| – | – | 0.07% | 132 |
|
|
2018
Q3 | $327K | Hold |
1,325
| – | – | 0.06% | 129 |
|
|
2018
Q2 | $317K | Hold |
1,325
| – | – | 0.06% | 109 |
|
|
2018
Q1 | $319K | Sell |
1,325
-326
| -20% | -$78.5K | 0.06% | 112 |
|
|
2017
Q4 | $399K | Buy |
1,651
+75
| +5% | +$18.1K | 0.08% | 109 |
|
|
2017
Q3 | $400K | Sell |
1,576
-11
| -0.7% | -$2.79K | 0.08% | 107 |
|
|
2017
Q2 | $408K | Buy |
1,587
+11
| +0.7% | +$2.83K | 0.08% | 107 |
|
|
2017
Q1 | $365K | Hold |
1,576
| – | – | 0.08% | 113 |
|
|
2016
Q4 | $351K | Hold |
1,576
| – | – | 0.08% | 127 |
|
|
2016
Q3 | $351K | Buy |
+1,576
| New | +$351K | 0.08% | 127 |
|