Covestor’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 | $46K | Buy |
161
+112
| +229% | +$32K | 0.03% | 917 |
|
|
2025
Q1 | $15K | Hold |
49
| – | – | 0.01% | 1284 |
|
|
2024
Q4 | $14K | Hold |
49
| – | – | 0.01% | 1341 |
|
|
2024
Q3 | $15K | Sell |
49
-3
| -6% | -$918 | 0.01% | 1317 |
|
|
2024
Q2 | $14K | Hold |
52
| – | – | 0.01% | 1330 |
|
|
2024
Q1 | $13K | Sell |
52
-1
| -2% | -$250 | 0.01% | 1378 |
|
|
2023
Q4 | $13K | Buy |
53
+2
| +4% | +$491 | 0.01% | 1380 |
|
|
2023
Q3 | $11K | Sell |
51
-2
| -4% | -$431 | 0.01% | 1372 |
|
|
2023
Q2 | $13K | Hold |
53
| – | – | 0.01% | 1316 |
|
|
2023
Q1 | $11K | Sell |
53
-2
| -4% | -$415 | 0.01% | 1260 |
|
|
2022
Q4 | $12K | Sell |
55
-1
| -2% | -$218 | 0.01% | 1233 |
|
|
2022
Q3 | $14K | Sell |
56
-2
| -3% | -$500 | 0.01% | 1120 |
|
|
2022
Q2 | $15K | Sell |
58
-1
| -2% | -$259 | 0.01% | 1047 |
|
|
2022
Q1 | $21K | Buy |
59
+27
| +84% | +$9.61K | 0.01% | 1042 |
|
|
2021
Q4 | $11K | Buy |
+32
| New | +$11K | 0.02% | 987 |
|