CWM
Concentric Wealth Management’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $475K | Buy |
1,607
+12
| +0.8% | +$3.55K | 0.12% | 98 |
|
|
2024
Q2 | $434K | Buy |
1,595
+15
| +0.9% | +$4.08K | 0.11% | 99 |
|
|
2024
Q1 | $387K | Sell |
1,580
-215
| -12% | -$52.6K | 0.1% | 103 |
|
|
2023
Q4 | $445K | Buy |
1,795
+17
| +1% | +$4.22K | 0.13% | 95 |
|
|
2023
Q3 | $377K | Buy |
1,778
+14
| +0.8% | +$2.97K | 0.12% | 94 |
|
|
2023
Q2 | $413K | Buy |
1,764
+18
| +1% | +$4.22K | 0.13% | 92 |
|
|
2023
Q1 | $365K | Buy |
1,746
+15
| +0.9% | +$3.14K | 0.12% | 96 |
|
|
2022
Q4 | $367K | Buy |
1,731
+15
| +0.9% | +$3.18K | 0.13% | 96 |
|
|
2022
Q3 | $416K | Buy |
1,716
+13
| +0.8% | +$3.15K | 0.15% | 95 |
|
|
2022
Q2 | $445K | Buy |
1,703
+9
| +0.5% | +$2.35K | 0.15% | 95 |
|
|
2022
Q1 | $585K | Buy |
1,694
+10
| +0.6% | +$3.45K | 0.17% | 93 |
|
|
2021
Q4 | $593K | Buy |
+1,684
| New | +$593K | 0.17% | 92 |
|