Shine Investment Advisory Services’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $22K | Hold |
110
| – | – | 0.01% | 434 |
|
2020
Q2 | $25K | Sell |
110
-50
| -31% | -$11.4K | 0.01% | 420 |
|
2020
Q1 | $35K | Hold |
160
| – | – | 0.02% | 326 |
|
2019
Q4 | $48K | Sell |
160
-15
| -9% | -$4.5K | 0.02% | 331 |
|
2019
Q3 | $57K | Buy |
+175
| New | +$57K | 0.03% | 280 |
|
2019
Q2 | – | Hold |
0
| – | -$32K | – | 391 |
|
2019
Q1 | – | Hold |
0
| – | – | – | 388 |
|