Nelson Capital 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
2019 Q4	–	Sell	-260	Closed	-$85K	–	160
2019 Q3	$85K	Hold	260	–	–	0.02%	122
2019 Q2	$76K	Hold	260	–	–	0.02%	128
2019 Q1	$75K	Hold	260	–	–	0.02%	116
2018 Q4	$64K	Hold	260	–	–	0.02%	119
2018 Q3	$64K	Hold	260	–	–	0.01%	118
2018 Q2	$62K	Sell	260 -67	-20%	-$16K	0.02%	116
2018 Q1	$79K	Hold	327	–	–	0.02%	113
2017 Q4	$79K	Buy	+327	New	+$82.5K	0.02%	112
2017 Q3	–	Sell	-304	Closed	-$78K	–	252
2017 Q2	$78K	Hold	304	–	–	0.03%	111
2017 Q1	$70K	Hold	304	–	–	0.02%	113
2016 Q4	$71K	Hold	304	–	–	0.02%	108
2016 Q3	$68K	Buy	+304	New	+$69.2K	0.02%	111