Clearstead Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-96
| Closed | -$750 | – | 2771 |
|
|
2025
Q1 | $750 | Buy |
96
+1
| +1% | +$8 | ﹤0.01% | 2020 |
|
|
2024
Q4 | $985 | Hold |
95
| – | – | ﹤0.01% | 1920 |
|
|
2024
Q3 | $1.05K | Hold |
95
| – | – | ﹤0.01% | 1910 |
|
|
2024
Q2 | $890 | Buy |
95
+1
| +1% | +$9 | ﹤0.01% | 1905 |
|
|
2024
Q1 | $920 | Hold |
94
| – | – | ﹤0.01% | 1410 |
|
|
2023
Q4 | $912 | Sell |
94
-94
| -50% | -$912 | ﹤0.01% | 1409 |
|
|
2023
Q3 | $1.51K | Buy |
188
+95
| +102% | +$762 | ﹤0.01% | 1428 |
|
|
2023
Q2 | $700 | Hold |
93
| – | – | ﹤0.01% | 1281 |
|
|
2023
Q1 | $603 | Buy |
93
+1
| +1% | +$6 | ﹤0.01% | 1283 |
|
|
2022
Q4 | $623 | Hold |
92
| – | – | ﹤0.01% | 1211 |
|
|
2022
Q3 | $1K | Buy |
92
+1
| +1% | +$11 | ﹤0.01% | 1140 |
|
|
2022
Q2 | $1K | Hold |
91
| – | – | ﹤0.01% | 1169 |
|
|
2022
Q1 | $1K | Hold |
91
| – | – | ﹤0.01% | 1277 |
|
|
2021
Q4 | $1K | Buy |
91
+1
| +1% | +$11 | ﹤0.01% | 1168 |
|
|
2021
Q3 | $1K | Hold |
90
| – | – | ﹤0.01% | 1195 |
|
|
2021
Q2 | $1K | Buy |
+90
| New | +$1K | ﹤0.01% | 1142 |
|