Coppell Advisory Solutions’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
Q1 | – | Sell |
-125
| Closed | -$35.4K | – | 796 |
|
|
2024
Q4 | $35.4K | Hold |
125
| – | – | ﹤0.01% | 693 |
|
|
2024
Q3 | $36.8K | Hold |
125
| – | – | 0.01% | 652 |
|
|
2024
Q2 | $34K | Buy |
+125
| New | +$34K | 0.01% | 596 |
|
|
2023
Q4 | $205K | Buy |
+825
| New | +$205K | 0.04% | 262 |
|
|
2023
Q3 | – | Sell |
-50
| Closed | -$11.7K | – | 1296 |
|
|
2023
Q2 | $11.7K | Buy |
+50
| New | +$11.7K | ﹤0.01% | 658 |
|