Financial Architects (New Jersey)’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
Q2 | – | Sell |
-7
| Closed | -$2K | – | 858 |
|
|
2020
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 774 |
|
|
2019
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 832 |
|
|
2019
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 885 |
|
|
2019
Q2 | $2K | Sell |
7
-97
| -93% | -$27.7K | ﹤0.01% | 970 |
|
|
2019
Q1 | $30K | Sell |
104
-1
| -1% | -$288 | 0.01% | 668 |
|
|
2018
Q4 | $26K | Hold |
105
| – | – | 0.01% | 650 |
|
|
2018
Q3 | $26K | Sell |
105
-3
| -3% | -$743 | ﹤0.01% | 730 |
|
|
2018
Q2 | $26K | Buy |
108
+29
| +37% | +$6.98K | ﹤0.01% | 738 |
|
|
2018
Q1 | $19K | Sell |
79
-4
| -5% | -$962 | ﹤0.01% | 782 |
|
|
2017
Q4 | $20K | Hold |
83
| – | – | ﹤0.01% | 843 |
|
|
2017
Q3 | $21K | Sell |
83
-1
| -1% | -$253 | ﹤0.01% | 850 |
|
|
2017
Q2 | $22K | Buy |
84
+10
| +14% | +$2.62K | ﹤0.01% | 821 |
|
|
2017
Q1 | $17K | Buy |
74
+2
| +3% | +$459 | ﹤0.01% | 883 |
|
|
2016
Q4 | $17K | Hold |
72
| – | – | ﹤0.01% | 861 |
|
|
2016
Q3 | $16K | Hold |
72
| – | – | ﹤0.01% | 878 |
|
|
2016
Q2 | $16K | Buy |
+72
| New | +$16K | ﹤0.01% | 841 |
|
|
2015
Q3 | – | Sell |
-4
| Closed | -$1K | – | 422 |
|
|
2015
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1109 |
|