Dynamic Wealth Strategies’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4K | Sell |
58
-56
| -49% | -$15.9K | 0.01% | 173 |
|
|
2025
Q1 | $34.9K | Buy |
+114
| New | +$34.9K | 0.03% | 148 |
|
|
2024
Q4 | – | Sell |
-114
| Closed | -$34K | – | 122 |
|
|
2024
Q3 | $34K | Buy |
114
+58
| +104% | +$17.3K | 0.03% | 150 |
|
|
2024
Q2 | $15K | Hold |
56
| – | – | 0.01% | 176 |
|
|
2024
Q1 | $14K | Sell |
56
-18
| -24% | -$4.5K | 0.01% | 187 |
|
|
2023
Q4 | $18.3K | Buy |
+74
| New | +$18.3K | 0.02% | 175 |
|