CX Institutional’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 | $140K | Sell |
495
-1
| -0.2% | -$283 | ﹤0.01% | 707 |
|
|
2025
Q1 | $152K | Buy |
+496
| New | +$152K | 0.01% | 671 |
|
|
2022
Q3 | – | Sell |
-188
| Closed | -$49K | – | 675 |
|
|
2022
Q2 | $49K | Buy |
+188
| New | +$49K | ﹤0.01% | 678 |
|
|
2021
Q4 | – | Sell |
-212
| Closed | -$68K | – | 511 |
|
|
2021
Q3 | $68K | Buy |
212
+8
| +4% | +$2.57K | 0.01% | 524 |
|
|
2021
Q2 | $61K | Buy |
204
+31
| +18% | +$9.27K | 0.01% | 524 |
|
|
2021
Q1 | $47K | Buy |
173
+42
| +32% | +$11.4K | ﹤0.01% | 503 |
|
|
2020
Q4 | $31K | Buy |
131
+43
| +49% | +$10.2K | ﹤0.01% | 528 |
|
|
2020
Q3 | $18K | Buy |
88
+16
| +22% | +$3.27K | ﹤0.01% | 566 |
|
|
2020
Q2 | $17K | Buy |
72
+2
| +3% | +$472 | ﹤0.01% | 474 |
|
|
2020
Q1 | $15K | Sell |
70
-14
| -17% | -$3K | ﹤0.01% | 410 |
|
|
2019
Q4 | $25K | Hold |
84
| – | – | ﹤0.01% | 324 |
|
|
2019
Q3 | $27K | Buy |
84
+42
| +100% | +$13.5K | ﹤0.01% | 341 |
|
|
2019
Q2 | $12K | Buy |
42
+31
| +282% | +$8.86K | ﹤0.01% | 463 |
|
|
2019
Q1 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 623 |
|