Lenox Wealth Management’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $7K | Sell |
33
-4
| -11% | -$848 | ﹤0.01% | 486 |
|
|
2020
Q1 | $8K | Hold |
37
| – | – | ﹤0.01% | 419 |
|
|
2019
Q4 | $11K | Hold |
37
| – | – | ﹤0.01% | 428 |
|
|
2019
Q3 | $12K | Sell |
37
-16
| -30% | -$5.19K | ﹤0.01% | 424 |
|
|
2019
Q2 | $15K | Hold |
53
| – | – | ﹤0.01% | 381 |
|
|
2019
Q1 | $15K | Sell |
53
-1,230
| -96% | -$348K | ﹤0.01% | 393 |
|
|
2018
Q4 | $317K | Sell |
1,283
-18
| -1% | -$4.45K | 0.11% | 97 |
|
|
2018
Q3 | $323K | Buy |
1,301
+30
| +2% | +$7.45K | 0.1% | 117 |
|
|
2018
Q2 | $306K | Sell |
1,271
-95
| -7% | -$22.9K | 0.1% | 112 |
|
|
2018
Q1 | $331K | Sell |
1,366
-930
| -41% | -$225K | 0.11% | 106 |
|
|
2017
Q4 | $558K | Buy |
2,296
+384
| +20% | +$93.3K | 0.17% | 104 |
|
|
2017
Q3 | $489K | Buy |
+1,912
| New | +$489K | 0.17% | 101 |
|