BFA
BBJS Financial Advisors’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $699K | Sell |
2,365
-41
| -2% | -$12.1K | 0.25% | 33 |
|
|
2024
Q2 | $655K | Sell |
2,406
-2,394
| -50% | -$652K | 0.24% | 30 |
|
|
2024
Q1 | $1.18M | Buy |
4,800
+1,257
| +35% | +$308K | 0.42% | 28 |
|
|
2023
Q4 | $878K | Buy |
3,543
+90
| +3% | +$22.3K | 0.31% | 34 |
|
|
2023
Q3 | $732K | Buy |
3,453
+326
| +10% | +$69.1K | 0.28% | 35 |
|
|
2023
Q2 | $733K | Buy |
3,127
+179
| +6% | +$41.9K | 0.29% | 37 |
|
|
2023
Q1 | $617K | Buy |
2,948
+1,067
| +57% | +$223K | 0.25% | 42 |
|
|
2022
Q4 | $399K | Buy |
+1,881
| New | +$399K | 0.18% | 50 |
|