Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.95K | Sell |
37
-187
| -83% | -$47.2K | ﹤0.01% | 1616 |
|
|
2025
Q4 | $58.6K | Buy |
224
+36
| +19% | +$9.32K | ﹤0.01% | 1330 |
|
|
2025
Q3 | $50.3K | Buy |
188
+4
| +2% | +$1.08K | ﹤0.01% | 1282 |
|
|
2025
Q2 | $52.1K | Buy |
184
+152
| +475% | +$42.7K | ﹤0.01% | 1279 |
|
|
2025
Q1 | $9.81K | Buy |
32
+10
| +45% | +$2.92K | ﹤0.01% | 1609 |
|
|
2024
Q4 | $6.28K | Hold |
22
| – | – | ﹤0.01% | 1676 |
|
|
2024
Q3 | $6.5K | Sell |
22
-22
| -50% | -$6.38K | ﹤0.01% | 1671 |
|
|
2024
Q2 | $12K | Hold |
44
| – | – | ﹤0.01% | 1512 |
|
|
2024
Q1 | $11.5K | Sell |
44
-5
| -10% | -$1.19K | ﹤0.01% | 1036 |
|
|
2023
Q4 | $12.2K | Sell |
49
-380
| -89% | -$83.8K | ﹤0.01% | 1027 |
|
|
2023
Q3 | $91K | Buy |
429
+344
| +405% | +$80.6K | ﹤0.01% | 752 |
|
|
2023
Q2 | $19.9K | Buy |
85
+83
| +4,150% | +$18.1K | ﹤0.01% | 899 |
|
|
2023
Q1 | $419 | Sell |
2
-87
| -98% | -$19.2K | ﹤0.01% | 1314 |
|
|
2022
Q4 | $18.9K | Buy |
89
+74
| +493% | +$16.2K | ﹤0.01% | 809 |
|
|
2022
Q3 | $4K | Sell |
15
-282
| -95% | -$76.3K | ﹤0.01% | 996 |
|
|
2022
Q2 | $78K | Hold |
297
| – | – | 0.01% | 533 |
|
|
2022
Q1 | $103K | Hold |
297
| – | – | 0.01% | 542 |
|
|
2021
Q4 | $105K | Sell |
297
-8
| -3% | -$2.72K | 0.01% | 516 |
|
|
2021
Q3 | $98K | Sell |
305
-1
| -0.3% | -$324 | 0.01% | 485 |
|
|
2021
Q2 | $92K | Buy |
306
+9
| +3% | +$2.65K | 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 | +$85.3K | 0.01% | 375 |
|
Other funds holding ESS
VPM
VCM
