Concentric Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $475K | Buy |
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|
2024
Q2 | $434K | Buy |
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|
2024
Q1 | $387K | Sell |
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|
2023
Q4 | $445K | Buy |
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|
2023
Q3 | $377K | Buy |
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|
2023
Q2 | $413K | Buy |
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|
2023
Q1 | $365K | Buy |
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|
2022
Q4 | $367K | Buy |
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|
2022
Q3 | $416K | Buy |
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|
2022
Q2 | $445K | Buy |
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|
2022
Q1 | $585K | Buy |
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|
2021
Q4 | $593K | Buy |
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