Parisi Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-59
| Closed | -$17K | – | 220 |
|
|
2019
Q1 | $17K | Hold |
59
| – | – | 0.01% | 329 |
|
|
2018
Q4 | $14K | Hold |
59
| – | – | 0.01% | 350 |
|
|
2018
Q3 | $14K | Hold |
59
| – | – | 0.01% | 364 |
|
|
2018
Q2 | $14K | Hold |
59
| – | – | 0.01% | 368 |
|
|
2018
Q1 | $14K | Buy |
59
+1
| +2% | +$237 | 0.01% | 379 |
|
|
2017
Q4 | $14K | Buy |
+58
| New | +$14K | 0.01% | 391 |
|