Lenox Wealth Management’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $7K | Sell |
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|
2020
Q1 | $8K | Hold |
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|
2019
Q4 | $11K | Hold |
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|
2019
Q3 | $12K | Sell |
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|
2019
Q2 | $15K | Hold |
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|
2019
Q1 | $15K | Sell |
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|
2018
Q4 | $317K | Sell |
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|
2018
Q3 | $323K | Buy |
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|
2018
Q2 | $306K | Sell |
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|
2018
Q1 | $331K | Sell |
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|
2017
Q4 | $558K | Buy |
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|
2017
Q3 | $489K | Buy |
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