D.A. Davidson & Co’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 | $213K | Hold |
750
| – | – | ﹤0.01% | 1341 |
|
|
2025
Q1 | $230K | Buy |
+750
| New | +$230K | ﹤0.01% | 1279 |
|
|
2017
Q2 | – | Sell |
-50
| Closed | -$11K | – | 2379 |
|
|
2017
Q1 | $11K | Hold |
50
| – | – | ﹤0.01% | 1996 |
|
|
2016
Q4 | $11K | Sell |
50
-25
| -33% | -$5.5K | ﹤0.01% | 2087 |
|
|
2016
Q3 | $16K | Sell |
75
-36
| -32% | -$7.68K | ﹤0.01% | 1913 |
|
|
2016
Q2 | $24K | Sell |
111
-210
| -65% | -$45.4K | ﹤0.01% | 1694 |
|
|
2016
Q1 | $74K | Buy |
321
+258
| +410% | +$59.5K | ﹤0.01% | 1236 |
|
|
2015
Q4 | $14K | Hold |
63
| – | – | ﹤0.01% | 1801 |
|
|
2015
Q3 | $13K | Sell |
63
-1,191
| -95% | -$246K | ﹤0.01% | 1791 |
|
|
2015
Q2 | $265K | Buy |
1,254
+25
| +2% | +$5.28K | 0.01% | 760 |
|
|
2015
Q1 | $281K | Buy |
1,229
+21
| +2% | +$4.8K | 0.01% | 745 |
|
|
2014
Q4 | $249K | Buy |
1,208
+44
| +4% | +$9.07K | 0.01% | 795 |
|
|
2014
Q3 | $207K | Sell |
1,164
-119
| -9% | -$21.2K | 0.01% | 852 |
|
|
2014
Q2 | $235K | Buy |
1,283
+123
| +11% | +$22.5K | 0.01% | 837 |
|
|
2014
Q1 | $195K | Buy |
1,160
+456
| +65% | +$76.7K | 0.01% | 886 |
|
|
2013
Q4 | $100K | Buy |
704
+221
| +46% | +$31.4K | ﹤0.01% | 1062 |
|
|
2013
Q3 | $70K | Sell |
483
-51
| -10% | -$7.39K | ﹤0.01% | 1027 |
|
|
2013
Q2 | $84K | Buy |
+534
| New | +$84K | ﹤0.01% | 927 |
|