Bleakley Financial Group’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
Q1 | – | Sell |
-920
| Closed | -$263K | – | 653 |
|
|
2024
Q4 | $263K | Sell |
920
-16
| -2% | -$4.57K | 0.01% | 845 |
|
|
2024
Q3 | $277K | Buy |
936
+57
| +6% | +$16.8K | 0.01% | 809 |
|
|
2024
Q2 | $239K | Sell |
879
-15
| -2% | -$4.08K | 0.01% | 831 |
|
|
2024
Q1 | $219K | Sell |
894
-17
| -2% | -$4.16K | 0.01% | 860 |
|
|
2023
Q4 | $226K | Sell |
911
-84
| -8% | -$20.8K | 0.01% | 821 |
|
|
2023
Q3 | $211K | Sell |
995
-96
| -9% | -$20.4K | 0.01% | 791 |
|
|
2023
Q2 | $256K | Buy |
1,091
+77
| +8% | +$18K | 0.01% | 771 |
|
|
2023
Q1 | $212K | Buy |
+1,014
| New | +$212K | 0.01% | 809 |
|