Proficio Capital Partners’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
Q3 | – | Sell |
-61
| Closed | -$18K | – | 588 |
|
2019
Q2 | $18K | Buy |
61
+46
| +307% | +$13.6K | 0.01% | 720 |
|
2019
Q1 | $4K | Hold |
15
| – | – | ﹤0.01% | 1165 |
|
2018
Q4 | $4K | Hold |
15
| – | – | ﹤0.01% | 894 |
|
2018
Q3 | $4K | Buy |
15
+4
| +36% | +$1.07K | ﹤0.01% | 984 |
|
2018
Q2 | $3K | Hold |
11
| – | – | ﹤0.01% | 1068 |
|
2018
Q1 | $3K | Sell |
11
-36
| -77% | -$9.82K | ﹤0.01% | 1069 |
|
2017
Q4 | $11K | Buy |
47
+5
| +12% | +$1.17K | ﹤0.01% | 770 |
|
2017
Q3 | $11K | Sell |
42
-2
| -5% | -$524 | ﹤0.01% | 753 |
|
2017
Q2 | $12K | Buy |
44
+3
| +7% | +$818 | 0.01% | 748 |
|
2017
Q1 | $11K | Buy |
41
+3
| +8% | +$805 | ﹤0.01% | 784 |
|
2016
Q4 | $9K | Buy |
+38
| New | +$9K | ﹤0.01% | 624 |
|
2016
Q2 | – | Sell |
-18
| Closed | -$4K | – | 1061 |
|
2016
Q1 | $4K | Sell |
18
-6
| -25% | -$1.33K | ﹤0.01% | 557 |
|
2015
Q4 | $6K | Buy |
+24
| New | +$6K | 0.01% | 373 |
|