Avantax Planning Partners’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
2025 Q3	–	Sell	-1,005	Closed	-$285K	–	443
2025 Q2	$285K	Sell	1,005 -9	-0.9%	-$2.53K	0.01%	358
2025 Q1	$311K	Hold	1,014	–	–	0.01%	331
2024 Q4	$289K	Hold	1,014	–	–	0.01%	338
2024 Q3	$300K	Buy	1,014 +37	+4%	+$10.7K	0.01%	334
2024 Q2	$266K	Sell	977 -48	-5%	-$12.3K	0.01%	380
2024 Q1	$251K	Buy	1,025 +81	+9%	+$19.3K	0.01%	395
2023 Q4	$234K	Buy	+944	New	+$208K	0.01%	335
2023 Q3	–	Sell	-894	Closed	-$209K	–	372
2023 Q2	$209K	Buy	+894	New	+$195K	0.01%	351
2018 Q4	–	Sell	-36	Closed	-$9K	–	552
2018 Q3	$9K	Buy	+36	New	+$8.67K	﹤0.01%	905
2018 Q2	–	Sell	-42	Closed	-$10K	–	594
2018 Q1	$10K	Buy	+42	New	+$9.68K	﹤0.01%	1045