Zeke Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,318
| Closed | -$572K | – | 575 |
|
|
2018
Q3 | $572K | Sell |
2,318
-5
| -0.2% | -$1.23K | 0.05% | 376 |
|
|
2018
Q2 | $555K | Hold |
2,323
| – | – | 0.05% | 283 |
|
|
2018
Q1 | $559K | Buy |
+2,323
| New | +$559K | 0.05% | 309 |
|
|
2017
Q4 | – | Sell |
-1,371
| Closed | -$348K | – | 580 |
|
|
2017
Q3 | $348K | Buy |
+1,371
| New | +$348K | 0.05% | 294 |
|