Continuum Advisory’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
Sell
-390
Closed -$120K 755
2025
Q1
$120K Buy
390
+135
+53% +$41.4K 0.02% 489
2024
Q4
$72.8K Buy
255
+30
+13% +$8.56K 0.01% 584
2024
Q3
$68.1K Buy
225
+115
+105% +$34.8K 0.01% 591
2024
Q2
$29.9K Buy
110
+75
+214% +$20.4K ﹤0.01% 714
2024
Q1
$9.09K Buy
+35
New +$9.09K ﹤0.01% 966