Cetera Advisor Networks’s Essex Property Trust ESS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$431K Sell
1,762
-153
-8% -$37.5K ﹤0.01% 2029
2023
Q4
$475K Sell
1,915
-171
-8% -$42.4K ﹤0.01% 1913
2023
Q3
$442K Buy
2,086
+443
+27% +$94K ﹤0.01% 1858
2023
Q2
$385K Sell
1,643
-106
-6% -$24.8K ﹤0.01% 1905
2023
Q1
$366K Buy
1,749
+66
+4% +$13.8K ﹤0.01% 1911
2022
Q4
$357K Buy
1,683
+179
+12% +$37.9K ﹤0.01% 1876
2022
Q3
$364K Buy
1,504
+320
+27% +$77.4K ﹤0.01% 1487
2022
Q2
$310K Sell
1,184
-388
-25% -$102K ﹤0.01% 1602
2022
Q1
$543K Buy
1,572
+565
+56% +$195K 0.01% 1247
2021
Q4
$355K Buy
1,007
+149
+17% +$52.5K ﹤0.01% 1504
2021
Q3
$274K Buy
858
+28
+3% +$8.94K ﹤0.01% 1585
2021
Q2
$249K Buy
830
+47
+6% +$14.1K ﹤0.01% 1626
2021
Q1
$213K Buy
+783
New +$213K ﹤0.01% 1334
2020
Q3
Sell
-338
Closed -$77K 1748
2020
Q2
$77K Buy
+338
New +$77K ﹤0.01% 1673
2015
Q3
Sell
-953
Closed -$218K 826
2015
Q2
$218K Hold
953
0.01% 733
2015
Q1
$218K Sell
953
-2,016
-68% -$461K 0.01% 737
2014
Q4
$612K Sell
2,969
-100
-3% -$20.6K 0.04% 392
2014
Q3
$550K Sell
3,069
-144
-4% -$25.8K 0.04% 426
2014
Q2
$591K Buy
+3,213
New +$591K 0.04% 416