Integrated Wealth Management’s Essex Property Trust ESS Stock Holding History

Integrated Wealth Management’s Portfolio ESS Stock Details ESS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell
2016 Q3	$112K	Hold
2016 Q2	$114K	Hold
2016 Q1	$117K	Sell
2015 Q4	$130K	Sell
2015 Q3	$124K	Hold
2015 Q2	$118K	Sell
2015 Q1	$154K	Buy