Caldwell Sutter Capital’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 | $216K | Sell |
761
-33
| -4% | -$9.35K | 0.1% | 195 |
|
|
2025
Q1 | $243K | Buy |
794
+8
| +1% | +$2.45K | 0.12% | 173 |
|
|
2024
Q4 | $224K | Hold |
786
| – | – | 0.1% | 189 |
|
|
2024
Q3 | $232K | Hold |
786
| – | – | 0.11% | 181 |
|
|
2024
Q2 | $214K | Buy |
786
+21
| +3% | +$5.72K | 0.11% | 185 |
|
|
2024
Q1 | $187K | Buy |
765
+21
| +3% | +$5.14K | 0.09% | 209 |
|
|
2023
Q4 | $184K | Buy |
744
+19
| +3% | +$4.71K | 0.09% | 201 |
|
|
2023
Q3 | $154K | Buy |
725
+10
| +1% | +$2.12K | 0.09% | 210 |
|
|
2023
Q2 | $168K | Buy |
+715
| New | +$168K | 0.09% | 197 |
|