Crewe Advisors’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19
| Closed | -$5.61K | – | 700 |
|
|
2024
Q3 | $5.61K | Hold |
19
| – | – | ﹤0.01% | 561 |
|
|
2024
Q2 | $5.17K | Hold |
19
| – | – | ﹤0.01% | 794 |
|
|
2024
Q1 | $4.65K | Buy |
+19
| New | +$4.65K | ﹤0.01% | 741 |
|
|
2022
Q4 | – | Sell |
-33
| Closed | -$8K | – | 1103 |
|
|
2022
Q3 | $8K | Hold |
33
| – | – | ﹤0.01% | 721 |
|
|
2022
Q2 | $9K | Buy |
+33
| New | +$9K | ﹤0.01% | 620 |
|
|
2019
Q1 | – | Sell |
-3,360
| Closed | -$824K | – | 255 |
|
|
2018
Q4 | $824K | Buy |
3,360
+1
| +0% | +$245 | 0.26% | 23 |
|
|
2018
Q3 | $829K | Sell |
3,359
-657
| -16% | -$162K | 0.7% | 19 |
|
|
2018
Q2 | $960K | Buy |
4,016
+1
| +0% | +$239 | 0.89% | 16 |
|
|
2018
Q1 | $966K | Buy |
4,015
+2
| +0% | +$481 | 0.95% | 16 |
|
|
2017
Q4 | $969K | Buy |
+4,013
| New | +$969K | 0.95% | 16 |
|