Bartlett & Co 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
Q2 | $286 | Buy |
+1
| New | +$286 | ﹤0.01% | 1184 |
|
|
2020
Q1 | – | Sell |
-99
| Closed | -$30K | – | 855 |
|
|
2019
Q4 | $30K | Hold |
99
| – | – | ﹤0.01% | 605 |
|
|
2019
Q3 | $32.5K | Hold |
99
| – | – | ﹤0.01% | 594 |
|
|
2019
Q2 | $29.1K | Hold |
99
| – | – | ﹤0.01% | 497 |
|
|
2019
Q1 | $28.8K | Hold |
99
| – | – | ﹤0.01% | 490 |
|
|
2018
Q4 | $24.5K | Hold |
99
| – | – | ﹤0.01% | 501 |
|
|
2018
Q3 | $24.6K | Hold |
99
| – | – | ﹤0.01% | 519 |
|
|
2018
Q2 | $23.9K | Hold |
99
| – | – | ﹤0.01% | 508 |
|
|
2018
Q1 | $24K | Buy |
+99
| New | +$24K | ﹤0.01% | 513 |
|