WCM
Windsor Capital Management’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-55
| Closed | -$12K | – | 187 |
|
|
2015
Q3 | $12K | Buy |
+55
| New | +$12K | 0.01% | 313 |
|
|
2014
Q1 | – | Sell |
-561
| Closed | -$81K | – | 135 |
|
|
2013
Q4 | $81K | Sell |
561
-198
| -26% | -$28.6K | 0.05% | 135 |
|
|
2013
Q3 | $112K | Buy |
759
+196
| +35% | +$28.9K | 0.06% | 115 |
|
|
2013
Q2 | $89K | Buy |
+563
| New | +$89K | 0.05% | 117 |
|