Copperwynd Financial’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 | $239K | Buy |
842
+53
| +7% | +$15K | 0.06% | 142 |
|
|
2025
Q1 | $242K | Sell |
789
-9
| -1% | -$2.76K | 0.07% | 131 |
|
|
2024
Q4 | $228K | Buy |
798
+10
| +1% | +$2.86K | 0.06% | 128 |
|
|
2024
Q3 | $233K | Sell |
788
-38
| -5% | -$11.2K | 0.07% | 136 |
|
|
2024
Q2 | $230K | Sell |
826
-35
| -4% | -$9.74K | 0.08% | 136 |
|
|
2024
Q1 | $211K | Buy |
+861
| New | +$211K | 0.08% | 135 |
|