Wintrust Investments’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,014
| Closed | -$462K | – | 358 |
|
|
2020
Q2 | $462K | Sell |
2,014
-180
| -8% | -$41.3K | 0.06% | 207 |
|
|
2020
Q1 | $483K | Buy |
2,194
+30
| +1% | +$6.6K | 0.08% | 173 |
|
|
2019
Q4 | $651K | Sell |
2,164
-64
| -3% | -$19.3K | 0.09% | 173 |
|
|
2019
Q3 | $728K | Hold |
2,228
| – | – | 0.11% | 152 |
|
|
2019
Q2 | $650K | Hold |
2,228
| – | – | 0.1% | 165 |
|
|
2019
Q1 | $644K | Sell |
2,228
-9
| -0.4% | -$2.6K | 0.1% | 165 |
|
|
2018
Q4 | $549K | Buy |
2,237
+2
| +0.1% | +$491 | 0.1% | 172 |
|
|
2018
Q3 | $551K | Sell |
2,235
-50
| -2% | -$12.3K | 0.09% | 203 |
|
|
2018
Q2 | $546K | Buy |
+2,285
| New | +$546K | 0.09% | 197 |
|