CSat Investment Advisory’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 | $41K | Buy |
152
+1
| +0.7% | +$270 | 0.03% | 240 |
|
|
2020
Q4 | $36K | Sell |
151
-177
| -54% | -$42.2K | 0.03% | 225 |
|
|
2020
Q3 | $66K | Buy |
328
+58
| +21% | +$11.7K | 0.01% | 618 |
|
|
2020
Q2 | $62K | Buy |
270
+77
| +40% | +$17.7K | 0.01% | 639 |
|
|
2020
Q1 | $42K | Buy |
193
+11
| +6% | +$2.39K | 0.01% | 564 |
|
|
2019
Q4 | $54K | Buy |
182
+22
| +14% | +$6.53K | 0.01% | 609 |
|
|
2019
Q3 | $52K | Buy |
160
+23
| +17% | +$7.48K | 0.02% | 522 |
|
|
2019
Q2 | $40K | Buy |
137
+81
| +145% | +$23.7K | 0.01% | 610 |
|
|
2019
Q1 | $16K | Hold |
56
| – | – | 0.01% | 357 |
|
|
2018
Q4 | $14K | Buy |
56
+5
| +10% | +$1.25K | 0.01% | 357 |
|
|
2018
Q3 | $13K | Buy |
51
+6
| +13% | +$1.53K | 0.01% | 312 |
|
|
2018
Q2 | $11K | Buy |
+45
| New | +$11K | 0.01% | 324 |
|