TD Ameritrade Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-53
| Closed | -$11K | – | 647 |
|
|
2021
Q3 | $11K | Buy |
+53
| New | +$11K | ﹤0.01% | 435 |
|
|
2021
Q2 | – | Sell |
-14
| Closed | -$3K | – | 645 |
|
|
2021
Q1 | $3K | Hold |
14
| – | – | ﹤0.01% | 558 |
|
|
2020
Q4 | $3K | Sell |
14
-39
| -74% | -$8.36K | ﹤0.01% | 558 |
|
|
2020
Q3 | $11K | Hold |
53
| – | – | ﹤0.01% | 435 |
|
|
2020
Q2 | $12K | Sell |
53
-3
| -5% | -$679 | ﹤0.01% | 413 |
|
|
2020
Q1 | $12K | Sell |
56
-280
| -83% | -$60K | ﹤0.01% | 400 |
|
|
2019
Q4 | $101K | Buy |
336
+45
| +15% | +$13.5K | ﹤0.01% | 244 |
|
|
2019
Q3 | $95K | Sell |
291
-79
| -21% | -$25.8K | ﹤0.01% | 217 |
|
|
2019
Q2 | $108K | Buy |
370
+206
| +126% | +$60.1K | ﹤0.01% | 199 |
|
|
2019
Q1 | $47K | Sell |
164
-200
| -55% | -$57.3K | ﹤0.01% | 248 |
|
|
2018
Q4 | $89K | Buy |
364
+207
| +132% | +$50.6K | ﹤0.01% | 194 |
|
|
2018
Q3 | $39K | Buy |
157
+137
| +685% | +$34K | ﹤0.01% | 226 |
|
|
2018
Q2 | $5K | Buy |
+20
| New | +$5K | ﹤0.01% | 260 |
|