YorkBridge Wealth Partners’s Empire State Realty Series ES ESBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-8,603
| Closed | -$127K | – | 321 |
|
|
2019
Q2 | $127K | Hold |
8,603
| – | – | 0.06% | 253 |
|
|
2019
Q1 | $137K | Hold |
8,603
| – | – | 0.06% | 228 |
|
|
2018
Q4 | $122K | Hold |
8,603
| – | – | 0.06% | 218 |
|
|
2018
Q3 | $140K | Hold |
8,603
| – | – | 0.06% | 227 |
|
|
2018
Q2 | $147K | Hold |
8,603
| – | – | 0.06% | 219 |
|
|
2018
Q1 | $140K | Buy |
+8,603
| New | +$140K | 0.06% | 223 |
|