BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8
| Closed | -$1.75K | – | 939 |
|
|
2023
Q1 | $1.75K | Hold |
8
| – | – | ﹤0.01% | 844 |
|
|
2022
Q4 | $1.76K | Hold |
8
| – | – | ﹤0.01% | 818 |
|
|
2022
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 801 |
|
|
2022
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 820 |
|
|
2022
Q1 | $3K | Hold |
8
| – | – | ﹤0.01% | 797 |
|
|
2021
Q4 | $3K | Hold |
8
| – | – | ﹤0.01% | 856 |
|
|
2021
Q3 | $3K | Hold |
8
| – | – | ﹤0.01% | 818 |
|
|
2021
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 807 |
|
|
2021
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 773 |
|
|
2020
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 771 |
|
|
2020
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 696 |
|
|
2020
Q2 | $2K | Sell |
8
-8
| -50% | -$2K | ﹤0.01% | 745 |
|
|
2020
Q1 | $4K | Hold |
16
| – | – | ﹤0.01% | 609 |
|
|
2019
Q4 | $5K | Buy |
16
+11
| +220% | +$3.44K | ﹤0.01% | 615 |
|
|
2019
Q3 | $2K | Hold |
5
| – | – | ﹤0.01% | 632 |
|
|
2019
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 695 |
|
|
2019
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 689 |
|
|
2018
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 653 |
|