Claro Advisors’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 | $632K | Sell |
2,231
-16
| -0.7% | -$4.53K | 0.1% | 176 |
|
|
2025
Q1 | $689K | Buy |
2,247
+46
| +2% | +$14.1K | 0.09% | 205 |
|
|
2024
Q4 | $628K | Buy |
2,201
+20
| +0.9% | +$5.71K | 0.08% | 211 |
|
|
2024
Q3 | $644K | Buy |
2,181
+21
| +1% | +$6.21K | 0.08% | 227 |
|
|
2024
Q2 | $588K | Buy |
2,160
+26
| +1% | +$7.08K | 0.09% | 216 |
|
|
2024
Q1 | $522K | Buy |
2,134
+19
| +0.9% | +$4.65K | 0.09% | 228 |
|
|
2023
Q4 | $524K | Sell |
2,115
-537
| -20% | -$133K | 0.11% | 205 |
|
|
2023
Q3 | $562K | Buy |
2,652
+24
| +0.9% | +$5.09K | 0.14% | 179 |
|
|
2023
Q2 | $616K | Buy |
2,628
+28
| +1% | +$6.56K | 0.15% | 165 |
|
|
2023
Q1 | $544K | Buy |
2,600
+20
| +0.8% | +$4.18K | 0.16% | 161 |
|
|
2022
Q4 | $547K | Buy |
2,580
+50
| +2% | +$10.6K | 0.18% | 140 |
|
|
2022
Q3 | $662K | Hold |
2,530
| – | – | 0.26% | 93 |
|
|
2022
Q2 | $662K | Buy |
2,530
+24
| +1% | +$6.28K | 0.26% | 93 |
|
|
2022
Q1 | $883K | Hold |
2,506
| – | – | 0.32% | 81 |
|
|
2021
Q4 | $883K | Buy |
2,506
+16
| +0.6% | +$5.64K | 0.32% | 81 |
|
|
2021
Q3 | $796K | Buy |
2,490
+16
| +0.6% | +$5.12K | 0.33% | 78 |
|
|
2021
Q2 | $742K | Buy |
2,474
+17
| +0.7% | +$5.1K | 0.33% | 79 |
|
|
2021
Q1 | $668K | Buy |
2,457
+21
| +0.9% | +$5.71K | 0.34% | 80 |
|
|
2020
Q4 | $578K | Buy |
2,436
+29
| +1% | +$6.88K | 0.31% | 89 |
|
|
2020
Q3 | $483K | Buy |
2,407
+18
| +0.8% | +$3.61K | 0.31% | 96 |
|
|
2020
Q2 | $547K | Buy |
2,389
+25
| +1% | +$5.72K | 0.38% | 75 |
|
|
2020
Q1 | $521K | Buy |
2,364
+20
| +0.9% | +$4.41K | 0.49% | 61 |
|
|
2019
Q4 | $705K | Buy |
2,344
+14
| +0.6% | +$4.21K | 0.54% | 53 |
|
|
2019
Q3 | $761K | Buy |
2,330
+14
| +0.6% | +$4.57K | 0.68% | 42 |
|
|
2019
Q2 | $676K | Buy |
2,316
+15
| +0.7% | +$4.38K | 0.62% | 44 |
|
|
2019
Q1 | $665K | Buy |
2,301
+33
| +1% | +$9.54K | 0.66% | 46 |
|
|
2018
Q4 | $559K | Buy |
+2,268
| New | +$559K | 0.45% | 50 |
|