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Clearstead Advisors’s Empire State Realty Trust ESRT Stock Holding History

Clearstead Advisors’s Portfolio ESRT Stock Details ESRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-96
Closed -$750 – 2776
2025
Q1 		$750 Buy
96
+1
+1% +$9 ﹤0.01% 2024
2024
Q4 		$985 Hold
95
– – ﹤0.01% 1923
2024
Q3 		$1.05K Hold
95
– – ﹤0.01% 1913
2024
Q2 		$890 Buy
95
+1
+1% +$9 ﹤0.01% 1906
2024
Q1 		$920 Hold
94
– – ﹤0.01% 1411
2023
Q4 		$912 Sell
94
-94
-50% -$814 ﹤0.01% 1411
2023
Q3 		$1.51K Buy
188
+95
+102% +$793 ﹤0.01% 1429
2023
Q2 		$700 Hold
93
– – ﹤0.01% 1281
2023
Q1 		$603 Buy
93
+1
+1% +$7 ﹤0.01% 1283
2022
Q4 		$623 Hold
92
– – ﹤0.01% 1212
2022
Q3 		$1K Buy
92
+1
+1% +$7 ﹤0.01% 1142
2022
Q2 		$1K Hold
91
– – ﹤0.01% 1171
2022
Q1 		$1K Hold
91
– – ﹤0.01% 1279
2021
Q4 		$1K Buy
91
+1
+1% +$10 ﹤0.01% 1172
2021
Q3 		$1K Hold
90
– – ﹤0.01% 1198
2021
Q2 		$1K Buy
+90
New +$1.06K ﹤0.01% 1143

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