Advisornet Financial’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $850 | Sell |
3
-9
| -75% | -$2.55K | ﹤0.01% | 1944 |
|
|
2025
Q1 | $3.68K | Buy |
12
+10
| +500% | +$3.07K | ﹤0.01% | 1652 |
|
|
2024
Q4 | $571 | Hold |
2
| – | – | ﹤0.01% | 1731 |
|
|
2024
Q3 | $591 | Buy |
+2
| New | +$591 | ﹤0.01% | 1999 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 2444 |
|
|
2023
Q3 | – | Sell |
-19
| Closed | -$4.45K | – | 2322 |
|
|
2023
Q2 | $4.45K | Buy |
19
+10
| +111% | +$2.34K | ﹤0.01% | 1535 |
|
|
2023
Q1 | $1.88K | Buy |
+9
| New | +$1.88K | ﹤0.01% | 1722 |
|
|
2022
Q4 | – | Sell |
-7
| Closed | -$2K | – | 2393 |
|
|
2022
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 1646 |
|
|
2022
Q2 | $2K | Sell |
7
-8
| -53% | -$2.29K | ﹤0.01% | 1673 |
|
|
2022
Q1 | $5K | Buy |
15
+5
| +50% | +$1.67K | ﹤0.01% | 1596 |
|
|
2021
Q4 | $4K | Buy |
10
+1
| +11% | +$400 | ﹤0.01% | 1676 |
|
|
2021
Q3 | $3K | Hold |
9
| – | – | ﹤0.01% | 1686 |
|
|
2021
Q2 | $3K | Hold |
9
| – | – | ﹤0.01% | 1612 |
|
|
2021
Q1 | $2K | Sell |
9
-7
| -44% | -$1.56K | ﹤0.01% | 1609 |
|
|
2020
Q4 | $4K | Hold |
16
| – | – | ﹤0.01% | 1451 |
|
|
2020
Q3 | $3K | Hold |
16
| – | – | ﹤0.01% | 1467 |
|
|
2020
Q2 | $4K | Buy |
+16
| New | +$4K | ﹤0.01% | 1460 |
|
|
2020
Q1 | – | Sell |
-11
| Closed | -$3K | – | 1807 |
|
|
2019
Q4 | $3K | Sell |
11
-150
| -93% | -$40.9K | ﹤0.01% | 1616 |
|
|
2019
Q3 | $53K | Buy |
161
+149
| +1,242% | +$49.1K | ﹤0.01% | 875 |
|
|
2019
Q2 | $4K | Buy |
+12
| New | +$4K | ﹤0.01% | 1422 |
|