Bank Julius Baer & Co’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 | $85.9K | Buy |
303
+35
| +13% | +$9.92K | ﹤0.01% | 506 |
|
|
2025
Q1 | $92.9K | Sell |
268
-7
| -3% | -$2.43K | ﹤0.01% | 488 |
|
|
2024
Q4 | $86.5K | Sell |
275
-1,380
| -83% | -$434K | ﹤0.01% | 488 |
|
|
2024
Q3 | $503K | Sell |
1,655
-16
| -1% | -$4.86K | ﹤0.01% | 330 |
|
|
2024
Q2 | $420K | Sell |
1,671
-31
| -2% | -$7.8K | ﹤0.01% | 288 |
|
|
2024
Q1 | $412K | Buy |
1,702
+10
| +0.6% | +$2.42K | ﹤0.01% | 331 |
|
|
2023
Q4 | $420K | Buy |
1,692
+1,385
| +451% | +$343K | ﹤0.01% | 341 |
|
|
2023
Q3 | $65K | Buy |
307
+10
| +3% | +$2.12K | ﹤0.01% | 456 |
|
|
2023
Q2 | $70K | Sell |
297
-6
| -2% | -$1.41K | ﹤0.01% | 479 |
|
|
2023
Q1 | $63K | Hold |
303
| – | – | ﹤0.01% | 509 |
|
|
2022
Q4 | $64K | Buy |
303
+5
| +2% | +$1.06K | ﹤0.01% | 502 |
|
|
2022
Q3 | $72K | Sell |
298
-5
| -2% | -$1.21K | ﹤0.01% | 481 |
|
|
2022
Q2 | $79K | Hold |
303
| – | – | ﹤0.01% | 504 |
|
|
2022
Q1 | $105K | Sell |
303
-78
| -20% | -$27K | ﹤0.01% | 481 |
|
|
2021
Q4 | $134K | Sell |
381
-1,096
| -74% | -$385K | ﹤0.01% | 578 |
|
|
2021
Q3 | $472K | Sell |
1,477
-1,813
| -55% | -$579K | ﹤0.01% | 435 |
|
|
2021
Q2 | $987K | Sell |
3,290
-557
| -14% | -$167K | 0.01% | 349 |
|
|
2021
Q1 | $1.05M | Buy |
3,847
+3,767
| +4,709% | +$1.02M | 0.01% | 336 |
|
|
2020
Q4 | $19K | Buy |
80
+2
| +3% | +$475 | ﹤0.01% | 750 |
|
|
2020
Q3 | $16K | Sell |
78
-2,582
| -97% | -$530K | ﹤0.01% | 668 |
|
|
2020
Q2 | $544K | Buy |
2,660
+462
| +21% | +$94.5K | 0.01% | 350 |
|
|
2020
Q1 | $484K | Buy |
+2,198
| New | +$484K | 0.01% | 315 |
|