Center for Financial Planning’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 | $99.2K | Hold |
350
| – | – | 0.01% | 220 |
|
|
2025
Q1 | $107K | Hold |
350
| – | – | 0.01% | 198 |
|
|
2024
Q4 | $99.9K | Hold |
350
| – | – | 0.01% | 195 |
|
|
2024
Q3 | $103K | Hold |
350
| – | – | 0.01% | 185 |
|
|
2024
Q2 | $95.3K | Hold |
350
| – | – | 0.01% | 185 |
|
|
2024
Q1 | $85.7K | Hold |
350
| – | – | 0.01% | 194 |
|
|
2023
Q4 | $86.8K | Hold |
350
| – | – | 0.02% | 181 |
|
|
2023
Q3 | $74.2K | Hold |
350
| – | – | 0.02% | 185 |
|
|
2023
Q2 | $82K | Hold |
350
| – | – | 0.02% | 183 |
|
|
2023
Q1 | $73.2K | Hold |
350
| – | – | 0.02% | 183 |
|
|
2022
Q4 | $74.2K | Hold |
350
| – | – | 0.02% | 185 |
|
|
2022
Q3 | $85K | Buy |
+350
| New | +$85K | 0.02% | 169 |
|