JNBA Financial Advisors’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
Q1 | – | Sell |
-75
| Closed | -$18K | – | 654 |
|
|
2020
Q4 | $18K | Hold |
75
| – | – | ﹤0.01% | 376 |
|
|
2020
Q3 | $15K | Hold |
75
| – | – | ﹤0.01% | 371 |
|
|
2020
Q2 | $17K | Hold |
75
| – | – | ﹤0.01% | 350 |
|
|
2020
Q1 | $17K | Hold |
75
| – | – | ﹤0.01% | 322 |
|
|
2019
Q4 | $23K | Hold |
75
| – | – | ﹤0.01% | 334 |
|
|
2019
Q3 | $24K | Hold |
75
| – | – | ﹤0.01% | 310 |
|
|
2019
Q2 | $22K | Hold |
75
| – | – | ﹤0.01% | 329 |
|
|
2019
Q1 | $22K | Hold |
75
| – | – | ﹤0.01% | 316 |
|
|
2018
Q4 | $18K | Buy |
+75
| New | +$18K | ﹤0.01% | 309 |
|
|
2016
Q4 | – | Sell |
-109
| Closed | -$24K | – | 749 |
|
|
2016
Q3 | $24K | Buy |
+109
| New | +$24K | ﹤0.01% | 749 |
|