Shelton Capital 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 |
-238
| Closed | -$823 | – | 850 |
|
|
2019
Q1 | $823 | Sell |
238
-585
| -71% | -$2.02K | ﹤0.01% | 820 |
|
|
2018
Q4 | $202K | Hold |
823
| – | – | 0.01% | 698 |
|
|
2018
Q3 | $203K | Buy |
+823
| New | +$203K | 0.01% | 861 |
|
|
2018
Q2 | – | Sell |
-863
| Closed | -$208K | – | 864 |
|
|
2018
Q1 | $208K | Hold |
863
| – | – | 0.01% | 761 |
|
|
2017
Q4 | $208K | Buy |
+863
| New | +$208K | 0.01% | 794 |
|
|
2014
Q2 | – | Sell |
-4,094
| Closed | -$696K | – | 802 |
|
|
2014
Q1 | $696K | Hold |
4,094
| – | – | 0.1% | 209 |
|
|
2013
Q4 | $588K | Hold |
4,094
| – | – | 0.09% | 251 |
|
|
2013
Q3 | $605K | Hold |
4,094
| – | – | 0.1% | 227 |
|
|
2013
Q2 | $651K | Buy |
+4,094
| New | +$651K | 0.12% | 185 |
|