WFG Advisors’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $15K | Hold |
59
| – | – | ﹤0.01% | 1020 |
|
|
2017
Q1 | $14K | Hold |
59
| – | – | ﹤0.01% | 980 |
|
|
2016
Q4 | $14K | Hold |
59
| – | – | ﹤0.01% | 1017 |
|
|
2016
Q3 | $13K | Hold |
59
| – | – | ﹤0.01% | 1044 |
|
|
2016
Q2 | $13K | Hold |
59
| – | – | ﹤0.01% | 1012 |
|
|
2016
Q1 | $14K | Hold |
59
| – | – | ﹤0.01% | 958 |
|
|
2015
Q4 | $14K | Hold |
59
| – | – | ﹤0.01% | 985 |
|
|
2015
Q3 | $13K | Hold |
59
| – | – | ﹤0.01% | 1015 |
|
|
2015
Q2 | $13K | Sell |
59
-17
| -22% | -$3.75K | ﹤0.01% | 1105 |
|
|
2015
Q1 | $18K | Hold |
76
| – | – | 0.01% | 1018 |
|
|
2014
Q4 | $16K | Hold |
76
| – | – | ﹤0.01% | 1295 |
|
|
2014
Q3 | $14K | Buy |
76
+17
| +29% | +$3.13K | ﹤0.01% | 1373 |
|
|
2014
Q2 | $11K | Buy |
+59
| New | +$11K | ﹤0.01% | 1440 |
|
|
2013
Q3 | – | Sell |
-104
| Closed | -$16K | – | 2169 |
|
|
2013
Q2 | $16K | Buy |
+104
| New | +$16K | ﹤0.01% | 1285 |
|