Ironwood Financial’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-103
| Closed | -$33K | – | 244 |
|
|
2021
Q3 | $33K | Hold |
103
| – | – | 0.01% | 231 |
|
|
2021
Q2 | $31K | Hold |
103
| – | – | 0.01% | 233 |
|
|
2021
Q1 | $28K | Hold |
103
| – | – | 0.01% | 227 |
|
|
2020
Q4 | $24K | Hold |
103
| – | – | 0.01% | 225 |
|
|
2020
Q3 | $21K | Hold |
103
| – | – | 0.01% | 185 |
|
|
2020
Q2 | $24K | Hold |
103
| – | – | 0.01% | 167 |
|
|
2020
Q1 | $23K | Hold |
103
| – | – | 0.02% | 136 |
|
|
2019
Q4 | $31K | Hold |
103
| – | – | 0.01% | 159 |
|
|
2019
Q3 | $34K | Hold |
103
| – | – | 0.02% | 149 |
|
|
2019
Q2 | $30K | Hold |
103
| – | – | 0.01% | 161 |
|
|
2019
Q1 | $30K | Hold |
103
| – | – | 0.02% | 157 |
|
|
2018
Q4 | $25K | Buy |
+103
| New | +$25K | 0.01% | 160 |
|