Destination Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-820
| Closed | -$247K | – | 166 |
|
|
2019
Q4 | $247K | Sell |
820
-22
| -3% | -$6.63K | 0.01% | 144 |
|
|
2019
Q3 | $275K | Hold |
842
| – | – | 0.01% | 128 |
|
|
2019
Q2 | $246K | Buy |
842
+22
| +3% | +$6.43K | 0.01% | 134 |
|
|
2019
Q1 | $237K | Hold |
820
| – | – | 0.01% | 136 |
|
|
2018
Q4 | $201K | Hold |
820
| – | – | 0.01% | 144 |
|
|
2018
Q3 | $202K | Buy |
+820
| New | +$202K | 0.01% | 148 |
|
|
2016
Q4 | – | Sell |
-1,291
| Closed | -$288K | – | 173 |
|
|
2016
Q3 | $288K | Buy |
+1,291
| New | +$288K | 0.02% | 134 |
|