TW
Transform Wealth’s Empire State Realty Series ES ESBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-12,909
| Closed | -$78K | – | 207 |
|
|
2020
Q3 | $78K | Hold |
12,909
| – | – | 0.01% | 213 |
|
|
2020
Q2 | $94K | Hold |
12,909
| – | – | 0.02% | 220 |
|
|
2020
Q1 | $115K | Hold |
12,909
| – | – | 0.02% | 199 |
|
|
2019
Q4 | $180K | Buy |
+12,909
| New | +$180K | 0.03% | 220 |
|