Bell Investment Advisors’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 | $7.09K | Buy |
25
+21
| +525% | +$5.95K | ﹤0.01% | 818 |
|
|
2025
Q1 | $1.23K | Hold |
4
| – | – | ﹤0.01% | 1486 |
|
|
2024
Q4 | $1.14K | Hold |
4
| – | – | ﹤0.01% | 1543 |
|
|
2024
Q3 | $1.18K | Hold |
4
| – | – | ﹤0.01% | 1540 |
|
|
2024
Q2 | $1.09K | Hold |
4
| – | – | ﹤0.01% | 1589 |
|
|
2024
Q1 | $980 | Hold |
4
| – | – | ﹤0.01% | 1611 |
|
|
2023
Q4 | $992 | Sell |
4
-6
| -60% | -$1.49K | ﹤0.01% | 1596 |
|
|
2023
Q3 | $2.12K | Sell |
10
-2
| -17% | -$424 | ﹤0.01% | 1248 |
|
|
2023
Q2 | $2.81K | Buy |
12
+2
| +20% | +$469 | ﹤0.01% | 1123 |
|
|
2023
Q1 | $2.09K | Buy |
10
+4
| +67% | +$837 | ﹤0.01% | 1243 |
|
|
2022
Q4 | $1.27K | Sell |
6
-2
| -25% | -$424 | ﹤0.01% | 1481 |
|
|
2022
Q3 | $2K | Sell |
8
-1
| -11% | -$250 | ﹤0.01% | 1089 |
|
|
2022
Q2 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 1134 |
|
|
2021
Q4 | $5K | Buy |
15
+1
| +7% | +$333 | ﹤0.01% | 755 |
|
|
2021
Q3 | $4K | Buy |
+14
| New | +$4K | ﹤0.01% | 788 |
|