DWM
Diversify Wealth Management’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.05M | Buy |
19,891
+2,944
| +17% | +$748K | 0.31% | 85 |
|
|
2025
Q1 | $4.66M | Buy |
16,947
+3,419
| +25% | +$941K | 0.35% | 70 |
|
|
2024
Q4 | $3.68M | Buy |
13,528
+5,924
| +78% | +$1.61M | 0.29% | 94 |
|
|
2024
Q3 | $2.28M | Buy |
7,604
+866
| +13% | +$260K | 0.22% | 120 |
|
|
2024
Q2 | $1.84M | Buy |
+6,738
| New | +$1.84M | 0.23% | 104 |
|