Mid Cap Diverse Leadership Fund ESS Holdings History
Number of Shares
257.00
Current Holdings Value*
$55,530.00
% of Portfolio
2.61%
Total Estimate Gain
$17,165.47
% of Total Estimate Gain
30.27%
Mid Cap Diverse Leadership Fund's Essex Property Trust Inc Holding Summary
As of 2023-05-31, Mid Cap Diverse Leadership Fund held 257.00 shares of Essex Property Trust Inc(ESS), totaling $55,530.00. This investment constitutes 2.61% of their stock portfolio, and Mid Cap Diverse Leadership Fund now holds 0% of the outstanding Essex Property Trust Inc(ESS) stock.
The initial trade took place in 2023Q1. And since then Mid Cap Diverse Leadership Fund has made 2 purchases of ESS, at an average price of $220.62, for a total of 257.00 shares. Based on historical transaction data and ESS's current price of $287.41, Mid Cap Diverse Leadership Fund's estimated gain on his ESS holdings is $17,165.47, reflecting a 30.27% gain to date.
Mid Cap Diverse Leadership Fund ESS ($287.41) Holding Chart
Mid Cap Diverse Leadership Fund ESS ($287.41) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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