Transamerica Financial Advisors’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
Q2 | – | Sell |
-6
| Closed | -$2K | – | 220 |
|
|
2021
Q1 | $2K | Hold |
6
| – | – | 0.05% | 77 |
|
|
2020
Q4 | $2K | Buy |
6
+1
| +20% | +$333 | 0.04% | 77 |
|
|
2020
Q3 | $1K | Buy |
+5
| New | +$1K | 0.02% | 147 |
|
|
2020
Q2 | – | Sell |
-4
| Closed | -$1K | – | 525 |
|
|
2020
Q1 | $1K | Hold |
4
| – | – | 0.02% | 80 |
|
|
2019
Q4 | $1K | Hold |
4
| – | – | 0.01% | 96 |
|
|
2019
Q3 | $2K | Buy |
+4
| New | +$2K | 0.03% | 60 |
|
|
2019
Q2 | – | Sell |
-4
| Closed | -$2K | – | 568 |
|
|
2019
Q1 | $2K | Sell |
4
-1
| -20% | -$500 | 0.01% | 56 |
|
|
2018
Q4 | $2K | Hold |
5
| – | – | ﹤0.01% | 357 |
|
|
2018
Q3 | $1K | Buy |
5
+1
| +25% | +$200 | ﹤0.01% | 412 |
|
|
2018
Q2 | $1K | Sell |
4
-1
| -20% | -$250 | ﹤0.01% | 373 |
|
|
2018
Q1 | $1K | Buy |
5
+1
| +25% | +$200 | ﹤0.01% | 361 |
|
|
2017
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 345 |
|
|
2017
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 342 |
|
|
2017
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 312 |
|
|
2017
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 310 |
|
|
2016
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 345 |
|
|
2016
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 353 |
|
|
2016
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 319 |
|
|
2016
Q1 | – | Sell |
-138
| Closed | -$34K | – | 780 |
|
|
2015
Q4 | $34K | Hold |
138
| – | – | ﹤0.01% | 459 |
|
|
2015
Q3 | $31K | Hold |
138
| – | – | ﹤0.01% | 445 |
|
|
2015
Q2 | $30K | Hold |
138
| – | – | ﹤0.01% | 514 |
|
|
2015
Q1 | $32K | Hold |
138
| – | – | ﹤0.01% | 481 |
|
|
2014
Q4 | $29K | Hold |
138
| – | – | ﹤0.01% | 402 |
|
|
2014
Q3 | $25K | Hold |
138
| – | – | ﹤0.01% | 397 |
|
|
2014
Q2 | $26K | Buy |
+138
| New | +$26K | ﹤0.01% | 424 |
|