Center for Financial Planning’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 | $93.7K | Hold |
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|
2025
Q2 | $99.2K | Hold |
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|
2025
Q1 | $107K | Hold |
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|
2024
Q4 | $99.9K | Hold |
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|
2024
Q3 | $103K | Hold |
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|
2024
Q2 | $95.3K | Hold |
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|
2024
Q1 | $85.7K | Hold |
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|
2023
Q4 | $86.8K | Hold |
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|
2023
Q3 | $74.2K | Hold |
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|
2023
Q2 | $82K | Hold |
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|
2023
Q1 | $73.2K | Hold |
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|
2022
Q4 | $74.2K | Hold |
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|
2022
Q3 | $85K | Buy |
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