Avior Wealth Management’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
Q1 | – | Sell |
-4
| Closed | -$1.14K | – | 1240 |
|
|
2024
Q4 | $1.14K | Hold |
4
| – | – | ﹤0.01% | 2190 |
|
|
2024
Q3 | $1.18K | Sell |
4
-2
| -33% | -$591 | ﹤0.01% | 2061 |
|
|
2024
Q2 | $1.63K | Sell |
6
-10
| -63% | -$2.72K | ﹤0.01% | 1969 |
|
|
2024
Q1 | $3.92K | Buy |
16
+13
| +433% | +$3.18K | ﹤0.01% | 2141 |
|
|
2023
Q4 | $743 | Sell |
3
-189
| -98% | -$46.8K | ﹤0.01% | 1397 |
|
|
2023
Q3 | $40.7K | Sell |
192
-14
| -7% | -$2.97K | ﹤0.01% | 796 |
|
|
2023
Q2 | $48.3K | Buy |
206
+5
| +2% | +$1.17K | ﹤0.01% | 768 |
|
|
2023
Q1 | $42K | Buy |
201
+198
| +6,600% | +$41.4K | ﹤0.01% | 813 |
|
|
2022
Q4 | $635 | Hold |
3
| – | – | ﹤0.01% | 1158 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1197 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1120 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 1029 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 1021 |
|
|
2021
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1089 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1066 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1047 |
|
|
2020
Q4 | $0 | Buy |
3
+1
| +50% | – | ﹤0.01% | 1011 |
|
|
2020
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 956 |
|