Wescott Financial Advisory Group’s Empire State Realty Series ES ESBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Hold |
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|
2025
Q1 | $127K | Hold |
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|
2024
Q4 | $167K | Hold |
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|
2024
Q3 | $174K | Hold |
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|
2024
Q2 | $150K | Hold |
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|
2024
Q1 | $164K | Hold |
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|
2023
Q4 | $154K | Hold |
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|
2023
Q3 | $131K | Hold |
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|
2023
Q2 | $121K | Hold |
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|
2023
Q1 | $106K | Hold |
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|
2022
Q4 | $107K | Hold |
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|
2022
Q3 | $105K | Hold |
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|
2022
Q2 | $116K | Hold |
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|
2022
Q1 | $161K | Hold |
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|
2021
Q4 | $146K | Hold |
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|
2021
Q3 | $165K | Hold |
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|
2021
Q2 | $193K | Hold |
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|
2021
Q1 | $182K | Hold |
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|
2020
Q4 | $150K | Buy |
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