EverSource Wealth Advisors’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $77.4K | Buy |
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|
2025
Q2 | $79.1K | Buy |
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|
2025
Q1 | $50.4K | Buy |
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|
2024
Q4 | $24.7K | Buy |
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|
2024
Q3 | $20.1K | Buy |
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|
2024
Q2 | $7.51K | Buy |
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|
2024
Q1 | $5.42K | Sell |
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|
2023
Q4 | $5.95K | Sell |
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|
2023
Q3 | $6.16K | Sell |
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|
2023
Q2 | $7.26K | Sell |
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|
2023
Q1 | $6.9K | Sell |
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|
2022
Q4 | $15K | Buy |
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|
2022
Q3 | $3K | Sell |
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|
2022
Q2 | $8K | Buy |
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|
2022
Q1 | $3K | Buy |
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|
2021
Q4 | $1K | Buy |
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