Clearstead 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 | $52.1K | Buy |
184
+152
| +475% | +$43.1K | ﹤0.01% | 1275 |
|
|
2025
Q1 | $9.81K | Buy |
32
+10
| +45% | +$3.07K | ﹤0.01% | 1605 |
|
|
2024
Q4 | $6.28K | Hold |
22
| – | – | ﹤0.01% | 1673 |
|
|
2024
Q3 | $6.5K | Sell |
22
-22
| -50% | -$6.5K | ﹤0.01% | 1669 |
|
|
2024
Q2 | $12K | Hold |
44
| – | – | ﹤0.01% | 1511 |
|
|
2024
Q1 | $11.5K | Sell |
44
-5
| -10% | -$1.3K | ﹤0.01% | 1035 |
|
|
2023
Q4 | $12.2K | Sell |
49
-380
| -89% | -$94.2K | ﹤0.01% | 1025 |
|
|
2023
Q3 | $91K | Buy |
429
+344
| +405% | +$73K | ﹤0.01% | 751 |
|
|
2023
Q2 | $19.9K | Buy |
85
+83
| +4,150% | +$19.4K | ﹤0.01% | 899 |
|
|
2023
Q1 | $419 | Sell |
2
-87
| -98% | -$18.2K | ﹤0.01% | 1314 |
|
|
2022
Q4 | $18.9K | Buy |
89
+74
| +493% | +$15.7K | ﹤0.01% | 808 |
|
|
2022
Q3 | $4K | Sell |
15
-282
| -95% | -$75.2K | ﹤0.01% | 994 |
|
|
2022
Q2 | $78K | Hold |
297
| – | – | 0.01% | 531 |
|
|
2022
Q1 | $103K | Hold |
297
| – | – | 0.01% | 540 |
|
|
2021
Q4 | $105K | Sell |
297
-8
| -3% | -$2.83K | 0.01% | 513 |
|
|
2021
Q3 | $98K | Sell |
305
-1
| -0.3% | -$321 | 0.01% | 483 |
|
|
2021
Q2 | $92K | Buy |
306
+9
| +3% | +$2.71K | 0.01% | 469 |
|
|
2021
Q1 | $81K | Hold |
297
| – | – | 0.01% | 471 |
|
|
2020
Q4 | $71K | Hold |
297
| – | – | 0.01% | 463 |
|
|
2020
Q3 | $60K | Hold |
297
| – | – | 0.01% | 443 |
|
|
2020
Q2 | $68K | Hold |
297
| – | – | 0.01% | 398 |
|
|
2020
Q1 | $65K | Buy |
+297
| New | +$65K | 0.01% | 374 |
|