Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-501
| Closed | -$112K | – | 455 |
|
|
2016
Q3 | $112K | Hold |
501
| – | – | 0.04% | 300 |
|
|
2016
Q2 | $114K | Hold |
501
| – | – | 0.04% | 297 |
|
|
2016
Q1 | $117K | Sell |
501
-40
| -7% | -$9.34K | 0.05% | 259 |
|
|
2015
Q4 | $130K | Sell |
541
-13
| -2% | -$3.12K | 0.06% | 247 |
|
|
2015
Q3 | $124K | Hold |
554
| – | – | 0.05% | 245 |
|
|
2015
Q2 | $118K | Sell |
554
-117
| -17% | -$24.9K | 0.05% | 258 |
|
|
2015
Q1 | $154K | Buy |
+671
| New | +$154K | 0.06% | 228 |
|