Consolidated Planning Corp’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
$911K Buy
3,215
+383
+14% +$109K 0.11% 121
2025
Q1
$868K Buy
2,832
+749
+36% +$230K 0.12% 116
2024
Q4
$595K Buy
2,083
+491
+31% +$140K 0.08% 123
2024
Q3
$470K Buy
+1,592
New +$470K 0.07% 129