Edgestream Partners’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-22,898
| Closed | -$6.76M | – | 922 |
|
|
2024
Q3 | $6.76M | Buy |
22,898
+21,270
| +1,307% | +$6.28M | 0.3% | 68 |
|
|
2024
Q2 | $443K | Buy |
+1,628
| New | +$443K | 0.02% | 688 |
|
|
2023
Q3 | – | Sell |
-1,348
| Closed | -$316K | – | 855 |
|
|
2023
Q2 | $316K | Buy |
+1,348
| New | +$316K | 0.03% | 622 |
|
|
2022
Q3 | – | Sell |
-1,098
| Closed | -$287K | – | 497 |
|
|
2022
Q2 | $287K | Buy |
+1,098
| New | +$287K | 0.02% | 452 |
|
|
2021
Q3 | – | Sell |
-1,327
| Closed | -$398K | – | 522 |
|
|
2021
Q2 | $398K | Buy |
+1,327
| New | +$398K | 0.02% | 370 |
|