Sowell Financial Services’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 |
-56,465
| Closed | -$423K | – | 530 |
|
2023
Q2 | $423K | Buy |
+56,465
| New | +$423K | 0.02% | 478 |
|
2023
Q1 | – | Sell |
-71,211
| Closed | -$480K | – | 777 |
|
2022
Q4 | $480K | Buy |
+71,211
| New | +$480K | 0.03% | 434 |
|
2020
Q3 | – | Sell |
-1,092
| Closed | -$8K | – | 2580 |
|
2020
Q2 | $8K | Buy |
1,092
+712
| +187% | +$5.22K | ﹤0.01% | 1756 |
|
2020
Q1 | $3K | Buy |
+380
| New | +$3K | ﹤0.01% | 1975 |
|