TCI Wealth Advisors’s Empire State Realty Trust ESRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-487
| Closed | -$3.16K | – | 853 |
|
|
2023
Q1 | $3.16K | Buy |
+487
| New | +$3.16K | ﹤0.01% | 1828 |
|
|
2022
Q3 | – | Sell |
-624
| Closed | -$4K | – | 2336 |
|
|
2022
Q2 | $4K | Buy |
624
+52
| +9% | +$333 | ﹤0.01% | 1614 |
|
|
2022
Q1 | $6K | Buy |
+572
| New | +$6K | ﹤0.01% | 1405 |
|
|
2021
Q3 | – | Sell |
-226
| Closed | -$3K | – | 2415 |
|
|
2021
Q2 | $3K | Buy |
226
+90
| +66% | +$1.2K | ﹤0.01% | 1718 |
|
|
2021
Q1 | $2K | Buy |
+136
| New | +$2K | ﹤0.01% | 1712 |
|
|
2020
Q4 | – | Sell |
-634
| Closed | -$4K | – | 1550 |
|
|
2020
Q3 | $4K | Buy |
634
+228
| +56% | +$1.44K | ﹤0.01% | 819 |
|
|
2020
Q2 | $3K | Buy |
+406
| New | +$3K | ﹤0.01% | 879 |
|
|
2018
Q4 | – | Hold |
0
| – | -$2K | – | 1486 |
|
|
2018
Q3 | – | Hold |
0
| – | -$2K | – | 1011 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 1065 |
|
|
2018
Q1 | – | Hold |
0
| – | -$4K | – | 1369 |
|
|
2017
Q4 | – | Hold |
0
| – | -$4K | – | 825 |
|
|
2017
Q3 | – | Hold |
0
| – | -$4K | – | 770 |
|
|
2017
Q2 | – | Hold |
0
| – | -$4K | – | 802 |
|
|
2017
Q1 | – | Hold |
0
| – | -$4K | – | 758 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 814 |
|