Delta Investment Management’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
Q1 | – | Sell |
-980
| Closed | -$280K | – | 252 |
|
|
2024
Q4 | $280K | Hold |
980
| – | – | 0.05% | 203 |
|
|
2024
Q3 | $290K | Sell |
980
-568
| -37% | -$168K | 0.06% | 188 |
|
|
2024
Q2 | $421K | Sell |
1,548
-2,126
| -58% | -$579K | 0.09% | 130 |
|
|
2024
Q1 | $899K | Sell |
3,674
-62
| -2% | -$15.2K | 0.2% | 77 |
|
|
2023
Q4 | $926K | Sell |
3,736
-1,117
| -23% | -$277K | 0.23% | 62 |
|
|
2023
Q3 | $1.03M | Buy |
4,853
+150
| +3% | +$31.8K | 0.29% | 53 |
|
|
2023
Q2 | $1.1M | Buy |
4,703
+2,051
| +77% | +$481K | 0.3% | 52 |
|
|
2023
Q1 | $555K | Buy |
2,652
+7
| +0.3% | +$1.46K | 0.16% | 83 |
|
|
2022
Q4 | $561K | Buy |
+2,645
| New | +$561K | 0.18% | 85 |
|