Claro Advisors’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
Q2 | $632K | Sell |
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|
2025
Q1 | $689K | Buy |
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|
2024
Q4 | $628K | Buy |
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|
2024
Q3 | $644K | Buy |
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|
2024
Q2 | $588K | Buy |
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|
2024
Q1 | $522K | Buy |
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|
2023
Q4 | $524K | Sell |
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|
2023
Q3 | $562K | Buy |
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|
2023
Q2 | $616K | Buy |
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|
2023
Q1 | $544K | Buy |
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|
2022
Q4 | $547K | Buy |
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|
2022
Q3 | $662K | Hold |
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|
2022
Q2 | $662K | Buy |
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|
2022
Q1 | $883K | Hold |
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|
2021
Q4 | $883K | Buy |
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|
2021
Q3 | $796K | Buy |
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|
2021
Q2 | $742K | Buy |
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|
2021
Q1 | $668K | Buy |
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|
2020
Q4 | $578K | Buy |
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|
2020
Q3 | $483K | Buy |
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|
2020
Q2 | $547K | Buy |
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|
2020
Q1 | $521K | Buy |
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|
2019
Q4 | $705K | Buy |
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|
2019
Q3 | $761K | Buy |
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|
2019
Q2 | $676K | Buy |
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|
2019
Q1 | $665K | Buy |
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|
2018
Q4 | $559K | Buy |
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