Michael J. Puzo’s Empire State Realty Series ES ESBA Stock Holding History

Michael J. Puzo’s Portfolio ESBA Stock Details ESBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$93.6K	Hold
2023 Q2	$86K	Sell
2023 Q1	$95.9K	Sell
2022 Q4	$106K	Sell
2022 Q3	$152K	Sell
2022 Q2	$170K	Sell
2022 Q1	$288K	Sell
2021 Q4	$302K	Sell
2021 Q3	$344K	Sell
2021 Q2	$416K	Sell
2021 Q1	$404K	Hold
2020 Q4	$333K	Hold
2020 Q3	$220K	Hold
2020 Q2	$266K	Sell
2020 Q1	$356K	Sell
2019 Q4	$598K	Sell
2019 Q3	$940K	Sell
2019 Q2	$1.05M	Sell
2019 Q1	$1.18M	Sell
2018 Q4	$1.07M	Sell
2018 Q3	$1.31M	Sell
2018 Q2	$1.34M	Sell
2018 Q1	$1.38M	Sell
2017 Q4	$1.79M	Buy
2017 Q3	$1.73M	Hold
2017 Q2	$1.76M	Sell
2017 Q1	$1.79M	Sell
2016 Q4	$1.78M	Sell
2016 Q3	$1.95M	Buy
2016 Q2	$881K	Sell
2016 Q1	$832K	Sell
2015 Q4	$902K	Hold
2015 Q3	$852K	Sell
2015 Q2	$879K	Sell
2015 Q1	$1.06M	Sell
2014 Q4	$1.05M	Buy
2014 Q3	$474K	Hold
2014 Q2	$506K	Buy