American Money Management’s Essex Property Trust ESS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-17,202	Closed	-$4.03M	–	131
2023 Q2	$4.03M	Sell	17,202 -776	-4%	-$170K	1.01%	39
2023 Q1	$3.76M	Buy	17,978 +4,249	+31%	+$937K	1%	38
2022 Q4	$2.91M	Sell	13,729 -1,747	-11%	-$382K	0.83%	42
2022 Q3	$3.75M	Buy	15,476 +192	+1%	+$51.9K	1.14%	35
2022 Q2	$4M	Buy	15,284 +426	+3%	+$129K	1.16%	36
2022 Q1	$5.13M	Buy	14,858 +467	+3%	+$156K	1.36%	29
2021 Q4	$5.07M	Sell	14,391 -100	-0.7%	-$34K	1.32%	31
2021 Q3	$4.63M	Buy	14,491 +653	+5%	+$211K	1.31%	31
2021 Q2	$4.15M	Buy	13,838 +115	+0.8%	+$33.9K	1.41%	33
2021 Q1	$3.73M	Buy	13,723 +478	+4%	+$124K	1.39%	31
2020 Q4	$3.15M	Buy	13,245 +453	+4%	+$105K	1.23%	38
2020 Q3	$2.57M	Buy	12,792 +1,752	+16%	+$382K	1.16%	40
2020 Q2	$2.53M	Sell	11,040 -359	-3%	-$86.1K	1.18%	38
2020 Q1	$2.51M	Buy	+11,399	New	+$3.28M	1.41%	35