Avior Wealth Management’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 Q1	–	Sell	-4	Closed	-$1.14K	–	1240
2024 Q4	$1.14K	Hold	4	–	–	﹤0.01%	2190
2024 Q3	$1.18K	Sell	4 -2	-33%	-$580	﹤0.01%	2061
2024 Q2	$1.63K	Sell	6 -10	-63%	-$2.57K	﹤0.01%	1969
2024 Q1	$3.92K	Buy	16 +13	+433%	+$3.09K	﹤0.01%	2141
2023 Q4	$743	Sell	3 -189	-98%	-$41.7K	﹤0.01%	1397
2023 Q3	$40.7K	Sell	192 -14	-7%	-$3.28K	﹤0.01%	796
2023 Q2	$48.3K	Buy	206 +5	+2%	+$1.09K	﹤0.01%	768
2023 Q1	$42K	Buy	201 +198	+6,600%	+$43.7K	﹤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%	+$231	﹤0.01%	1011
2020 Q3	$0	Buy	+2	New	+$436	﹤0.01%	956