CAPTRUST Financial Advisors’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $471K | Buy |
|
|||||
|
2025
Q2 | $468K | Sell |
|
|||||
|
2025
Q1 | $531K | Buy |
|
|||||
|
2024
Q4 | $465K | Buy |
|
|||||
|
2024
Q3 | $432K | Buy |
|
|||||
|
2024
Q2 | $384K | Sell |
|
|||||
|
2024
Q1 | $370K | Buy |
|
|||||
|
2023
Q4 | $373K | Sell |
|
|||||
|
2023
Q3 | $389K | Buy |
|
|||||
|
2023
Q2 | $314K | Buy |
|
|||||
|
2023
Q1 | $242K | Sell |
|
|||||
|
2022
Q4 | $278K | Sell |
|
|||||
|
2022
Q3 | $330K | Buy |
|