Atria Investments’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 | $943K | Sell |
3,328
-70
| -2% | -$19.8K | 0.01% | 1066 |
|
|
2025
Q1 | $1.04M | Buy |
3,398
+514
| +18% | +$158K | 0.01% | 976 |
|
|
2024
Q4 | $823K | Sell |
2,884
-102
| -3% | -$29.1K | 0.01% | 1086 |
|
|
2024
Q3 | $882K | Sell |
2,986
-567
| -16% | -$168K | 0.01% | 1032 |
|
|
2024
Q2 | $967K | Buy |
+3,553
| New | +$967K | 0.01% | 945 |
|
|
2022
Q2 | – | Sell |
-2,952
| Closed | -$1.02M | – | 782 |
|
|
2022
Q1 | $1.02M | Buy |
+2,952
| New | +$1.02M | 0.02% | 848 |
|
|
2020
Q1 | – | Sell |
-775
| Closed | -$233K | – | 728 |
|
|
2019
Q4 | $233K | Buy |
+775
| New | +$233K | 0.01% | 1086 |
|