KWM
Kingsview Wealth Management’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,350
| Closed | -$326K | – | 316 |
|
|
2017
Q4 | $326K | Hold |
1,350
| – | – | 0.12% | 233 |
|
|
2017
Q3 | $343K | Hold |
1,350
| – | – | 0.15% | 194 |
|
|
2017
Q2 | $347K | Hold |
1,350
| – | – | 0.18% | 163 |
|
|
2017
Q1 | $313K | Buy |
+1,350
| New | +$313K | 0.19% | 165 |
|