Avantax Planning Partners’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 | $285K | Sell |
1,005
-9
| -0.9% | -$2.55K | 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% | +$10.9K | 0.01% | 334 |
|
|
2024
Q2 | $266K | Sell |
977
-48
| -5% | -$13.1K | 0.01% | 380 |
|
|
2024
Q1 | $251K | Buy |
1,025
+81
| +9% | +$19.8K | 0.01% | 395 |
|
|
2023
Q4 | $234K | Buy |
+944
| New | +$234K | 0.01% | 335 |
|
|
2023
Q3 | – | Sell |
-894
| Closed | -$209K | – | 372 |
|
|
2023
Q2 | $209K | Buy |
+894
| New | +$209K | 0.01% | 351 |
|
|
2018
Q4 | – | Sell |
-36
| Closed | -$9K | – | 550 |
|
|
2018
Q3 | $9K | Buy |
+36
| New | +$9K | ﹤0.01% | 905 |
|
|
2018
Q2 | – | Sell |
-42
| Closed | -$10K | – | 591 |
|
|
2018
Q1 | $10K | Buy |
+42
| New | +$10K | ﹤0.01% | 1044 |
|