Legacy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-72
| Closed | -$21K | – | 363 |
|
|
2019
Q1 | $21K | Buy |
72
+10
| +16% | +$2.92K | 0.01% | 442 |
|
|
2018
Q4 | $15K | Buy |
62
+7
| +13% | +$1.69K | 0.01% | 464 |
|
|
2018
Q3 | $13K | Hold |
55
| – | – | ﹤0.01% | 453 |
|
|
2018
Q2 | $13K | Buy |
55
+6
| +12% | +$1.42K | ﹤0.01% | 453 |
|
|
2018
Q1 | $11K | Buy |
49
+14
| +40% | +$3.14K | ﹤0.01% | 454 |
|
|
2017
Q4 | $8K | Buy |
+35
| New | +$8K | ﹤0.01% | 529 |
|