Wealthstreet Investment Advisors’s Empire State Realty Trust ESRT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-15,800
| Closed | -$250K | – | 344 |
|
2019
Q1 | $250K | Hold |
15,800
| – | – | 0.03% | 300 |
|
2018
Q4 | $237K | Hold |
15,800
| – | – | 0.03% | 296 |
|
2018
Q3 | $262K | Hold |
15,800
| – | – | 0.03% | 308 |
|
2018
Q2 | $270K | Sell |
15,800
-1,000
| -6% | -$17.1K | 0.04% | 298 |
|
2018
Q1 | $282K | Hold |
16,800
| – | – | 0.04% | 288 |
|
2017
Q4 | $345K | Buy |
+16,800
| New | +$345K | 0.04% | 274 |
|