EverSource Wealth Advisors’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.1K | Buy |
279
+115
| +70% | +$32.6K | ﹤0.01% | 1327 |
|
|
2025
Q1 | $50.4K | Buy |
164
+77
| +89% | +$23.6K | ﹤0.01% | 1235 |
|
|
2024
Q4 | $24.7K | Buy |
87
+19
| +28% | +$5.4K | ﹤0.01% | 1510 |
|
|
2024
Q3 | $20.1K | Buy |
68
+41
| +152% | +$12.1K | ﹤0.01% | 1481 |
|
|
2024
Q2 | $7.52K | Buy |
27
+5
| +23% | +$1.39K | ﹤0.01% | 2022 |
|
|
2024
Q1 | $5.42K | Sell |
22
-2
| -8% | -$493 | ﹤0.01% | 2013 |
|
|
2023
Q4 | $5.95K | Sell |
24
-5
| -17% | -$1.24K | ﹤0.01% | 1789 |
|
|
2023
Q3 | $6.16K | Sell |
29
-2
| -6% | -$424 | ﹤0.01% | 1624 |
|
|
2023
Q2 | $7.26K | Sell |
31
-2
| -6% | -$469 | ﹤0.01% | 1582 |
|
|
2023
Q1 | $6.9K | Sell |
33
-38
| -54% | -$7.95K | ﹤0.01% | 1524 |
|
|
2022
Q4 | $15K | Buy |
71
+59
| +492% | +$12.5K | ﹤0.01% | 1172 |
|
|
2022
Q3 | $3K | Sell |
12
-16
| -57% | -$4K | ﹤0.01% | 1527 |
|
|
2022
Q2 | $8K | Buy |
28
+19
| +211% | +$5.43K | ﹤0.01% | 1101 |
|
|
2022
Q1 | $3K | Buy |
9
+5
| +125% | +$1.67K | ﹤0.01% | 1409 |
|
|
2021
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1695 |
|