OMCS
Old Mutual Customised Solutions’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $120K | Hold |
500
| – | – | 0.01% | 649 |
|
|
2018
Q1 | $120K | Hold |
500
| – | – | 0.01% | 641 |
|
|
2017
Q4 | $121K | Hold |
500
| – | – | 0.01% | 629 |
|
|
2017
Q3 | $127K | Hold |
500
| – | – | 0.02% | 628 |
|
|
2017
Q2 | $129K | Sell |
500
-1,300
| -72% | -$335K | 0.02% | 608 |
|
|
2017
Q1 | $417K | Buy |
1,800
+300
| +20% | +$69.5K | 0.06% | 349 |
|
|
2016
Q4 | $349K | Buy |
1,500
+500
| +50% | +$116K | 0.06% | 359 |
|
|
2016
Q3 | $223K | Hold |
1,000
| – | – | 0.06% | 357 |
|
|
2016
Q2 | $228K | Buy |
+1,000
| New | +$228K | 0.06% | 387 |
|
|
2013
Q3 | – | Sell |
-400
| Closed | -$64K | – | 922 |
|
|
2013
Q2 | $64K | Buy |
+400
| New | +$64K | 0.02% | 668 |
|