D. Scott Neal’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
Q3
$216K Hold
2025
Q2
$228K Hold
2025
Q1
$225K Hold
2024
Q4
$295K Hold
2024
Q3
$307K Hold
2024
Q2
$264K Hold
2024
Q1
$289K Hold
2023
Q4
$273K Hold
2023
Q3
$232K Hold
2023
Q2
$213K Sell
2023
Q1
$214K Sell
2022
Q4
$222K Hold
2022
Q3
$218K Hold
2022
Q2
$241K Hold
2022
Q1
$333K Hold
2021
Q4
$302K Hold
2021
Q3
$342K Sell
2021
Q2
$422K Buy