WFAG

Wescott Financial Advisory Group’s Empire State Realty Trust ESRT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-47,003	Closed	-$378K	–	165
2023 Q3	$378K	Sell	47,003 -44,362	-49%	-$357K	0.07%	113
2023 Q2	$684K	Hold	91,365	–	–	0.12%	83
2023 Q1	$593K	Sell	91,365 -15,638	-15%	-$101K	0.13%	81
2022 Q4	$721K	Hold	107,003	–	–	0.16%	76
2022 Q3	$702K	Sell	107,003 -45,000	-30%	-$295K	0.2%	67
2022 Q2	$1.07M	Hold	152,003	–	–	0.29%	51
2022 Q1	$1.49M	Hold	152,003	–	–	0.38%	44
2021 Q4	$1.35M	Hold	152,003	–	–	0.7%	18
2021 Q3	$1.53M	Hold	152,003	–	–	0.86%	17
2021 Q2	$1.8M	Hold	152,003	–	–	1.06%	15
2021 Q1	$1.69M	Hold	152,003	–	–	1.1%	11
2020 Q4	$1.42M	Buy	+152,003	New	+$1.42M	0.99%	12