Envestnet Portfolio Solutions’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
Q2 | $303K | Sell |
1,068
-545
| -34% | -$155K | ﹤0.01% | 1327 |
|
|
2025
Q1 | $495K | Sell |
1,613
-11,916
| -88% | -$3.65M | ﹤0.01% | 1055 |
|
|
2024
Q4 | $3.86M | Sell |
13,529
-10,096
| -43% | -$2.88M | 0.01% | 461 |
|
|
2024
Q3 | $6.98M | Buy |
23,625
+8,641
| +58% | +$2.55M | 0.02% | 323 |
|
|
2024
Q2 | $4.08M | Sell |
14,984
-133
| -0.9% | -$36.2K | 0.01% | 422 |
|
|
2024
Q1 | $3.7M | Buy |
15,117
+2,233
| +17% | +$547K | 0.01% | 464 |
|
|
2023
Q4 | $3.19M | Buy |
12,884
+1,709
| +15% | +$424K | 0.01% | 457 |
|
|
2023
Q3 | $2.37M | Buy |
+11,175
| New | +$2.37M | 0.01% | 501 |
|