Lourd Capital’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
Q1 | – | Sell |
-1,152
| Closed | -$282K | – | 181 |
|
|
2018
Q4 | $282K | Buy |
1,152
+14
| +1% | +$3.43K | 0.02% | 207 |
|
|
2018
Q3 | $281K | Buy |
+1,138
| New | +$281K | 0.02% | 230 |
|
|
2018
Q1 | – | Sell |
-3,122
| Closed | -$754K | – | 186 |
|
|
2017
Q4 | $754K | Buy |
+3,122
| New | +$754K | 0.05% | 99 |
|