Wealthfront’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $262K | Hold |
1,061
| – | – | ﹤0.01% | 465 |
|
|
2018
Q2 | $254K | Sell |
1,061
-1,882
| -64% | -$451K | ﹤0.01% | 457 |
|
|
2018
Q1 | $708K | Sell |
2,943
-42
| -1% | -$10.1K | 0.01% | 327 |
|
|
2017
Q4 | $720K | Buy |
2,985
+1,064
| +55% | +$257K | 0.01% | 281 |
|
|
2017
Q3 | $488K | Buy |
1,921
+366
| +24% | +$93K | 0.01% | 334 |
|
|
2017
Q2 | $400K | Buy |
1,555
+523
| +51% | +$135K | 0.01% | 325 |
|
|
2017
Q1 | $239K | Buy |
1,032
+158
| +18% | +$36.6K | ﹤0.01% | 382 |
|
|
2016
Q4 | $203K | Buy |
+874
| New | +$203K | ﹤0.01% | 375 |
|
|
2015
Q4 | – | Sell |
-711
| Closed | -$159K | – | 511 |
|
|
2015
Q3 | $159K | Buy |
711
+84
| +13% | +$18.8K | 0.01% | 319 |
|
|
2015
Q2 | $133K | Sell |
627
-66
| -10% | -$14K | 0.01% | 349 |
|
|
2015
Q1 | $159K | Buy |
693
+249
| +56% | +$57.1K | 0.01% | 293 |
|
|
2014
Q4 | $92K | Buy |
444
+185
| +71% | +$38.3K | 0.01% | 369 |
|
|
2014
Q3 | $46K | Buy |
259
+90
| +53% | +$16K | ﹤0.01% | 422 |
|
|
2014
Q2 | $31K | Buy |
+169
| New | +$31K | ﹤0.01% | 442 |
|