Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,083
| Closed | -$10.5K | – | 3596 |
|
|
2023
Q4 | $10.5K | Sell |
1,083
-291
| -21% | -$2.82K | ﹤0.01% | 2689 |
|
|
2023
Q3 | $11K | Buy |
1,374
+291
| +27% | +$2.34K | ﹤0.01% | 2557 |
|
|
2023
Q2 | $8.11K | Hold |
1,083
| – | – | ﹤0.01% | 2638 |
|
|
2023
Q1 | $7.03K | Buy |
+1,083
| New | +$7.03K | ﹤0.01% | 2673 |
|
|
2019
Q4 | – | Sell |
-57
| Closed | – | – | 2626 |
|
|
2019
Q3 | $0 | Buy |
57
+1
| +2% | – | ﹤0.01% | 2655 |
|
|
2019
Q2 | $0 | Buy |
+56
| New | – | ﹤0.01% | 2628 |
|
|
2018
Q4 | – | Sell |
-55
| Closed | -$1K | – | 1169 |
|
|
2018
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 2486 |
|
|
2018
Q2 | $1K | Sell |
55
-42
| -43% | -$764 | ﹤0.01% | 2338 |
|
|
2018
Q1 | $1K | Buy |
+97
| New | +$1K | ﹤0.01% | 2128 |
|