Clearstead Trust’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 | $84.2K | Hold |
297
| – | – | 0.02% | 263 |
|
|
2025
Q1 | $91.1K | Hold |
297
| – | – | 0.02% | 219 |
|
|
2024
Q4 | $84.8K | Hold |
297
| – | – | 0.02% | 220 |
|
|
2024
Q3 | $87.7K | Hold |
297
| – | – | 0.02% | 198 |
|
|
2024
Q2 | $80.8K | Hold |
297
| – | – | 0.02% | 201 |
|
|
2024
Q1 | $72.7K | Hold |
297
| – | – | 0.02% | 211 |
|
|
2023
Q4 | $73.6K | Hold |
297
| – | – | 0.02% | 215 |
|
|
2023
Q3 | $63K | Hold |
297
| – | – | 0.02% | 203 |
|
|
2023
Q2 | $69.6K | Hold |
297
| – | – | 0.02% | 190 |
|
|
2023
Q1 | $62.1K | Hold |
297
| – | – | 0.02% | 206 |
|
|
2022
Q4 | $63K | Hold |
297
| – | – | 0.02% | 215 |
|
|
2022
Q3 | $72K | Buy |
+297
| New | +$72K | 0.03% | 194 |
|