DAS
Diversify Advisory Services’s Essex Property Trust ESS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.61M | Buy |
10,257
+4,033
| +65% | +$1.02M | 0.1% | 153 |
|
2025
Q1 | $1.71M | Buy |
6,224
+925
| +17% | +$255K | 0.11% | 138 |
|
2024
Q4 | $1.44M | Sell |
5,299
-4,331
| -45% | -$1.18M | 0.08% | 177 |
|
2024
Q3 | $2.83M | Sell |
9,630
-2,550
| -21% | -$748K | 0.15% | 120 |
|
2024
Q2 | $3.36M | Sell |
12,180
-3,615
| -23% | -$998K | 0.18% | 97 |
|
2024
Q1 | $3.79M | Buy |
+15,795
| New | +$3.79M | 0.22% | 95 |
|