Perigon Wealth Management’s Empire State Realty Trust ESRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,299
| Closed | -$77.1K | – | 794 |
|
|
2023
Q2 | $77.1K | Hold |
10,299
| – | – | ﹤0.01% | 761 |
|
|
2023
Q1 | $66.8K | Buy |
+10,299
| New | +$66.8K | ﹤0.01% | 689 |
|
|
2017
Q3 | – | Sell |
-6,700
| Closed | -$139K | – | 665 |
|
|
2017
Q2 | $139K | Buy |
6,700
+2,000
| +43% | +$41.5K | 0.03% | 269 |
|
|
2017
Q1 | $97K | Buy |
+4,700
| New | +$97K | 0.02% | 304 |
|