Copeland 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8
| Closed | -$2K | – | 280 |
|
|
2020
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 258 |
|
|
2020
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 232 |
|
|
2020
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 221 |
|
|
2020
Q1 | $2K | Buy |
8
+2
| +33% | +$500 | ﹤0.01% | 217 |
|
|
2019
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 245 |
|
|
2019
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 237 |
|
|
2019
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 239 |
|
|
2019
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 230 |
|
|
2018
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 257 |
|