Avantax Advisory Services’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 | $1.65M | Buy |
5,808
+287
| +5% | +$81.3K | 0.01% | 900 |
|
|
2025
Q1 | $1.69M | Buy |
5,521
+187
| +4% | +$57.3K | 0.01% | 834 |
|
|
2024
Q4 | $1.52M | Buy |
5,334
+69
| +1% | +$19.7K | 0.01% | 852 |
|
|
2024
Q3 | $1.56M | Sell |
5,265
-355
| -6% | -$105K | 0.01% | 806 |
|
|
2024
Q2 | $1.53M | Buy |
5,620
+4,456
| +383% | +$1.21M | 0.01% | 768 |
|
|
2024
Q1 | $285K | Sell |
1,164
-82
| -7% | -$20.1K | ﹤0.01% | 1324 |
|
|
2023
Q4 | $309K | Sell |
1,246
-92
| -7% | -$22.8K | ﹤0.01% | 1220 |
|
|
2023
Q3 | $284K | Buy |
1,338
+152
| +13% | +$32.2K | ﹤0.01% | 1227 |
|
|
2023
Q2 | $278K | Sell |
1,186
-43
| -3% | -$10.1K | ﹤0.01% | 1222 |
|
|
2023
Q1 | $257K | Buy |
+1,229
| New | +$257K | ﹤0.01% | 1239 |
|