Alta Advisers’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-300
| Closed | -$81.7K | – | 427 |
|
|
2024
Q2 | $81.7K | Hold |
300
| – | – | 0.04% | 303 |
|
|
2024
Q1 | $73.4K | Hold |
300
| – | – | 0.04% | 331 |
|
|
2023
Q4 | $74.4K | Hold |
300
| – | – | 0.04% | 322 |
|
|
2023
Q3 | $63.6K | Hold |
300
| – | – | 0.04% | 333 |
|
|
2023
Q2 | $70.3K | Hold |
300
| – | – | 0.04% | 328 |
|
|
2023
Q1 | $62.7K | Hold |
300
| – | – | 0.04% | 346 |
|
|
2022
Q4 | $64K | Hold |
300
| – | – | 0.04% | 346 |
|
|
2022
Q3 | $73K | Buy |
+300
| New | +$73K | 0.05% | 292 |
|