WFAG
Wescott Financial Advisory Group’s Empire State Realty Series ES ESBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Hold |
16,408
| – | – | 0.01% | 171 |
|
|
2025
Q1 | $127K | Hold |
16,408
| – | – | 0.01% | 170 |
|
|
2024
Q4 | $167K | Hold |
16,408
| – | – | 0.02% | 173 |
|
|
2024
Q3 | $174K | Hold |
16,408
| – | – | 0.02% | 169 |
|
|
2024
Q2 | $150K | Hold |
16,408
| – | – | 0.02% | 162 |
|
|
2024
Q1 | $164K | Hold |
16,408
| – | – | 0.02% | 156 |
|
|
2023
Q4 | $154K | Hold |
16,408
| – | – | 0.02% | 160 |
|
|
2023
Q3 | $131K | Hold |
16,408
| – | – | 0.02% | 154 |
|
|
2023
Q2 | $121K | Hold |
16,408
| – | – | 0.02% | 155 |
|
|
2023
Q1 | $106K | Hold |
16,408
| – | – | 0.02% | 153 |
|
|
2022
Q4 | $107K | Hold |
16,408
| – | – | 0.02% | 152 |
|
|
2022
Q3 | $105K | Hold |
16,408
| – | – | 0.03% | 133 |
|
|
2022
Q2 | $116K | Hold |
16,408
| – | – | 0.03% | 127 |
|
|
2022
Q1 | $161K | Hold |
16,408
| – | – | 0.04% | 123 |
|
|
2021
Q4 | $146K | Hold |
16,408
| – | – | 0.08% | 70 |
|
|
2021
Q3 | $165K | Hold |
16,408
| – | – | 0.09% | 68 |
|
|
2021
Q2 | $193K | Hold |
16,408
| – | – | 0.11% | 62 |
|
|
2021
Q1 | $182K | Hold |
16,408
| – | – | 0.12% | 60 |
|
|
2020
Q4 | $150K | Buy |
+16,408
| New | +$150K | 0.11% | 56 |
|