FineMark National Bank & Trust’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-727
| Closed | -$170K | – | 563 |
|
|
2016
Q4 | $170K | Buy |
727
+712
| +4,747% | +$166K | 0.01% | 368 |
|
|
2016
Q3 | $3K | Sell |
15
-100
| -87% | -$20K | ﹤0.01% | 1113 |
|
|
2016
Q2 | $26K | Hold |
115
| – | – | ﹤0.01% | 768 |
|
|
2016
Q1 | $27K | Hold |
115
| – | – | ﹤0.01% | 720 |
|
|
2015
Q4 | $28K | Hold |
115
| – | – | ﹤0.01% | 743 |
|
|
2015
Q3 | $25K | Hold |
115
| – | – | ﹤0.01% | 797 |
|
|
2015
Q2 | $24K | Sell |
115
-100
| -47% | -$20.9K | ﹤0.01% | 840 |
|
|
2015
Q1 | $49K | Hold |
215
| – | – | 0.01% | 676 |
|
|
2014
Q4 | $44K | Hold |
215
| – | – | 0.01% | 699 |
|
|
2014
Q3 | $39K | Buy |
215
+200
| +1,333% | +$36.3K | 0.01% | 700 |
|
|
2014
Q2 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 1228 |
|