Checchi Capital Advisers’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 | $412K | Buy |
1,455
+5
| +0.3% | +$1.42K | 0.02% | 375 |
|
|
2025
Q1 | $445K | Buy |
1,450
+256
| +21% | +$78.5K | 0.02% | 357 |
|
|
2024
Q4 | $341K | Hold |
1,194
| – | – | 0.02% | 401 |
|
|
2024
Q3 | $353K | Sell |
1,194
-7
| -0.6% | -$2.07K | 0.02% | 409 |
|
|
2024
Q2 | $327K | Buy |
1,201
+79
| +7% | +$21.5K | 0.02% | 406 |
|
|
2024
Q1 | $275K | Buy |
1,122
+139
| +14% | +$34K | 0.02% | 462 |
|
|
2023
Q4 | $244K | Sell |
983
-18
| -2% | -$4.46K | 0.02% | 474 |
|
|
2023
Q3 | $212K | Sell |
1,001
-12
| -1% | -$2.55K | 0.02% | 491 |
|
|
2023
Q2 | $237K | Buy |
+1,013
| New | +$237K | 0.02% | 485 |
|
|
2022
Q4 | – | Sell |
-1,464
| Closed | -$355K | – | 557 |
|
|
2022
Q3 | $355K | Sell |
1,464
-75
| -5% | -$18.2K | 0.03% | 335 |
|
|
2022
Q2 | $441K | Buy |
1,539
+290
| +23% | +$83.1K | 0.04% | 315 |
|
|
2022
Q1 | $432K | Buy |
1,249
+91
| +8% | +$31.5K | 0.04% | 303 |
|
|
2021
Q4 | $408K | Buy |
1,158
+29
| +3% | +$10.2K | 0.04% | 305 |
|
|
2021
Q3 | $361K | Buy |
1,129
+378
| +50% | +$121K | 0.04% | 307 |
|
|
2021
Q2 | $225K | Buy |
+751
| New | +$225K | 0.02% | 465 |
|
|
2020
Q3 | – | Sell |
-1,166
| Closed | -$267K | – | 462 |
|
|
2020
Q2 | $267K | Buy |
1,166
+117
| +11% | +$26.8K | 0.03% | 328 |
|
|
2020
Q1 | $231K | Buy |
1,049
+55
| +6% | +$12.1K | 0.02% | 300 |
|
|
2019
Q4 | $299K | Sell |
994
-48
| -5% | -$14.4K | 0.04% | 298 |
|
|
2019
Q3 | $340K | Sell |
1,042
-11
| -1% | -$3.59K | 0.04% | 262 |
|
|
2019
Q2 | $307K | Buy |
1,053
+16
| +2% | +$4.67K | 0.04% | 283 |
|
|
2019
Q1 | $300K | Sell |
1,037
-2
| -0.2% | -$579 | 0.04% | 279 |
|
|
2018
Q4 | $255K | Buy |
1,039
+27
| +3% | +$6.63K | 0.03% | 281 |
|
|
2018
Q3 | $250K | Buy |
1,012
+42
| +4% | +$10.4K | 0.03% | 345 |
|
|
2018
Q2 | $232K | Sell |
970
-74
| -7% | -$17.7K | 0.03% | 341 |
|
|
2018
Q1 | $251K | Buy |
1,044
+143
| +16% | +$34.4K | 0.03% | 324 |
|
|
2017
Q4 | $217K | Buy |
+901
| New | +$217K | 0.03% | 364 |
|
|
2016
Q3 | – | Sell |
-680
| Closed | -$155K | – | 653 |
|
|
2016
Q2 | $155K | Buy |
680
+110
| +19% | +$25.1K | 0.02% | 408 |
|
|
2016
Q1 | $133K | Buy |
+570
| New | +$133K | 0.03% | 465 |
|