Castle Rock 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
2025 Q1	–	Sell	-827	Closed	-$238K	–	229
2024 Q4	$238K	Sell	827 -62	-7%	-$17.9K	0.06%	216
2024 Q3	$256K	Sell	889 -12	-1%	-$3.46K	0.06%	220
2024 Q2	$246K	Buy	+901	New	+$246K	0.06%	216