EWM
Evercore Wealth Management’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-74
| Closed | -$18K | – | 480 |
|
|
2017
Q4 | $18K | Buy |
+74
| New | +$18K | ﹤0.01% | 739 |
|
|
2016
Q4 | – | Sell |
-17
| Closed | -$4K | – | 1040 |
|
|
2016
Q3 | $4K | Hold |
17
| – | – | ﹤0.01% | 952 |
|
|
2016
Q2 | $4K | Hold |
17
| – | – | ﹤0.01% | 944 |
|
|
2016
Q1 | $4K | Hold |
17
| – | – | ﹤0.01% | 872 |
|
|
2015
Q4 | $4K | Buy |
+17
| New | +$4K | ﹤0.01% | 933 |
|
|
2015
Q3 | – | Sell |
-33
| Closed | -$7K | – | 978 |
|
|
2015
Q2 | $7K | Buy |
+33
| New | +$7K | ﹤0.01% | 958 |
|
|
2013
Q4 | – | Sell |
-26
| Closed | -$4K | – | 882 |
|
|
2013
Q3 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 882 |
|