Ethic Inc’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 | $1.7M | Buy |
5,943
+155
| +3% | +$44.2K | 0.03% | 474 |
|
|
2025
Q1 | $1.77M | Buy |
5,788
+216
| +4% | +$66K | 0.04% | 444 |
|
|
2024
Q4 | $1.59M | Buy |
5,572
+605
| +12% | +$173K | 0.03% | 477 |
|
|
2024
Q3 | $1.22M | Sell |
4,967
-190
| -4% | -$46.5K | 0.03% | 515 |
|
|
2024
Q2 | $1.4M | Buy |
5,157
+190
| +4% | +$51.7K | 0.03% | 478 |
|
|
2024
Q1 | $1.22M | Buy |
4,967
+282
| +6% | +$69K | 0.03% | 518 |
|
|
2023
Q4 | $1.16M | Sell |
4,685
-82
| -2% | -$20.3K | 0.03% | 495 |
|
|
2023
Q3 | $1.01M | Buy |
4,767
+305
| +7% | +$64.7K | 0.04% | 477 |
|
|
2023
Q2 | $1.05M | Sell |
4,462
-154
| -3% | -$36.1K | 0.04% | 440 |
|
|
2023
Q1 | $965K | Buy |
4,616
+2,161
| +88% | +$452K | 0.04% | 457 |
|
|
2022
Q4 | $520K | Buy |
2,455
+255
| +12% | +$54K | 0.03% | 565 |
|
|
2022
Q3 | $533K | Sell |
2,200
-222
| -9% | -$53.8K | 0.04% | 476 |
|
|
2022
Q2 | $633K | Sell |
2,422
-360
| -13% | -$94.1K | 0.04% | 415 |
|
|
2022
Q1 | $961K | Buy |
2,782
+390
| +16% | +$135K | 0.07% | 314 |
|
|
2021
Q4 | $843K | Buy |
2,392
+125
| +6% | +$44.1K | 0.07% | 306 |
|
|
2021
Q3 | $725K | Buy |
2,267
+408
| +22% | +$130K | 0.07% | 283 |
|
|
2021
Q2 | $558K | Buy |
1,859
+700
| +60% | +$210K | 0.07% | 322 |
|
|
2021
Q1 | $315K | Buy |
+1,159
| New | +$315K | 0.06% | 371 |
|