Creative Planning’s Empire State Realty Series ES ESBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $141K | Hold |
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|
2025
Q1 | $140K | Hold |
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|
2024
Q4 | $183K | Hold |
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|
2024
Q3 | $190K | Hold |
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|
2024
Q2 | $164K | Hold |
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|
2024
Q1 | $179K | Hold |
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|
2023
Q4 | $169K | Hold |
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|
2023
Q3 | $144K | Hold |
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|
2023
Q2 | $132K | Hold |
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|
2023
Q1 | $116K | Hold |
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|
2022
Q4 | $117K | Buy |
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|
2022
Q3 | $79K | Hold |
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|
2022
Q2 | $88K | Hold |
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|
2022
Q1 | $121K | Hold |
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|
2021
Q4 | $110K | Hold |
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|
2021
Q3 | $124K | Hold |
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|
2021
Q2 | $149K | Hold |
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|
2021
Q1 | $137K | Hold |
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|
2020
Q4 | $113K | Hold |
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|
2020
Q3 | $75K | Hold |
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|
2020
Q2 | $90K | Hold |
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|
2020
Q1 | $110K | Hold |
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|
2019
Q4 | $172K | Hold |
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|
2019
Q3 | $176K | Hold |
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|
2019
Q2 | $183K | Hold |
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|
2019
Q1 | $197K | Hold |
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|
2018
Q4 | $175K | Hold |
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|
2018
Q3 | $206K | Sell |
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|
2018
Q2 | $268K | Hold |
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|
2018
Q1 | $263K | Hold |
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|
2017
Q4 | $325K | Hold |
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|
2017
Q3 | $321K | Hold |
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|
2017
Q2 | $326K | Hold |
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|
2017
Q1 | $326K | Hold |
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|
2016
Q4 | $314K | Sell |
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|
2016
Q3 | $359K | Hold |
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|
2016
Q2 | $326K | Buy |
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