CAPTRUST Financial 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 | $468K | Sell |
1,650
-84
| -5% | -$23.8K | ﹤0.01% | 1771 |
|
|
2025
Q1 | $531K | Buy |
1,734
+105
| +6% | +$32.2K | ﹤0.01% | 1609 |
|
|
2024
Q4 | $465K | Buy |
1,629
+168
| +11% | +$47.9K | ﹤0.01% | 1639 |
|
|
2024
Q3 | $432K | Buy |
1,461
+51
| +4% | +$15.1K | ﹤0.01% | 1654 |
|
|
2024
Q2 | $384K | Sell |
1,410
-102
| -7% | -$27.8K | ﹤0.01% | 1654 |
|
|
2024
Q1 | $370K | Buy |
1,512
+7
| +0.5% | +$1.71K | ﹤0.01% | 1656 |
|
|
2023
Q4 | $373K | Sell |
1,505
-329
| -18% | -$81.6K | ﹤0.01% | 1961 |
|
|
2023
Q3 | $389K | Buy |
1,834
+493
| +37% | +$105K | ﹤0.01% | 1820 |
|
|
2023
Q2 | $314K | Buy |
1,341
+185
| +16% | +$43.3K | ﹤0.01% | 1934 |
|
|
2023
Q1 | $242K | Sell |
1,156
-157
| -12% | -$32.8K | ﹤0.01% | 1914 |
|
|
2022
Q4 | $278K | Sell |
1,313
-49
| -4% | -$10.4K | ﹤0.01% | 1724 |
|
|
2022
Q3 | $330K | Buy |
+1,362
| New | +$330K | ﹤0.01% | 1478 |
|