Evoke Wealth’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,259
| Closed | -$266K | – | 372 |
|
|
2023
Q1 | $266K | Sell |
1,259
-1
| -0.1% | -$211 | 0.01% | 290 |
|
|
2022
Q4 | $270K | Sell |
1,260
-1,187
| -49% | -$254K | 0.01% | 297 |
|
|
2022
Q3 | $598K | Sell |
2,447
-13
| -0.5% | -$3.18K | 0.02% | 197 |
|
|
2022
Q2 | $649K | Buy |
2,460
+4
| +0.2% | +$1.06K | 0.02% | 199 |
|
|
2022
Q1 | $854K | Buy |
2,456
+5
| +0.2% | +$1.74K | 0.03% | 191 |
|
|
2021
Q4 | $868K | Buy |
2,451
+1
| +0% | +$354 | 0.03% | 195 |
|
|
2021
Q3 | $788K | Hold |
2,450
| – | – | 0.03% | 187 |
|
|
2021
Q2 | $740K | Hold |
2,450
| – | – | 0.03% | 200 |
|
|
2021
Q1 | $671K | Buy |
2,450
+1,140
| +87% | +$312K | 0.03% | 184 |
|
|
2020
Q4 | $314K | Buy |
1,310
+650
| +98% | +$156K | 0.02% | 192 |
|
|
2020
Q3 | $133K | Buy |
660
+652
| +8,150% | +$131K | 0.01% | 249 |
|
|
2020
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 858 |
|
|
2020
Q1 | $1.78K | Sell |
8
-175
| -96% | -$39K | ﹤0.01% | 821 |
|
|
2019
Q4 | $55.4K | Buy |
183
+117
| +177% | +$35.4K | 0.01% | 391 |
|
|
2019
Q3 | $21.7K | Buy |
+66
| New | +$21.7K | ﹤0.01% | 635 |
|