Annis Gardner Whiting 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.7K | Buy |
104
+12
| +13% | +$3.43K | 0.01% | 496 |
|
|
2025
Q1 | $28.4K | Hold |
92
| – | – | 0.01% | 409 |
|
|
2024
Q4 | $26.3K | Hold |
92
| – | – | 0.01% | 407 |
|
|
2024
Q3 | $27.4K | Sell |
92
-2
| -2% | -$596 | 0.01% | 423 |
|
|
2024
Q2 | $25.8K | Buy |
94
+4
| +4% | +$1.1K | 0.01% | 515 |
|
|
2024
Q1 | $22.3K | Buy |
90
+5
| +6% | +$1.24K | 0.01% | 530 |
|
|
2023
Q4 | $21.3K | Hold |
85
| – | – | 0.01% | 391 |
|
|
2023
Q3 | $18.2K | Buy |
+85
| New | +$18.2K | 0.01% | 398 |
|