Cetera Investment Advisers’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
4,173
+398
| +11% | +$113K | ﹤0.01% | 2234 |
|
|
2025
Q1 | $1.16M | Buy |
3,775
+761
| +25% | +$233K | ﹤0.01% | 2148 |
|
|
2024
Q4 | $860K | Buy |
3,014
+115
| +4% | +$32.8K | ﹤0.01% | 2270 |
|
|
2024
Q3 | $856K | Buy |
2,899
+40
| +1% | +$11.8K | ﹤0.01% | 2227 |
|
|
2024
Q2 | $778K | Sell |
2,859
-249
| -8% | -$67.8K | ﹤0.01% | 2255 |
|
|
2024
Q1 | $761K | Buy |
+3,108
| New | +$761K | ﹤0.01% | 2284 |
|
|
2022
Q2 | – | Sell |
-600
| Closed | -$207K | – | 1849 |
|
|
2022
Q1 | $207K | Buy |
600
+23
| +4% | +$7.94K | ﹤0.01% | 1691 |
|
|
2021
Q4 | $203K | Buy |
+577
| New | +$203K | ﹤0.01% | 1730 |
|