Evolution Wealth Advisors’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-19
| Closed | -$6K | – | 310 |
|
|
2021
Q3 | $6K | Hold |
19
| – | – | ﹤0.01% | 477 |
|
|
2021
Q2 | $6K | Hold |
19
| – | – | ﹤0.01% | 476 |
|
|
2021
Q1 | $5K | Hold |
19
| – | – | ﹤0.01% | 521 |
|
|
2020
Q4 | $5K | Buy |
+19
| New | +$5K | ﹤0.01% | 444 |
|
|
2020
Q1 | – | Sell |
-13
| Closed | -$4K | – | 417 |
|
|
2019
Q4 | $4K | Buy |
13
+1
| +8% | +$308 | ﹤0.01% | 440 |
|
|
2019
Q3 | $4K | Hold |
12
| – | – | ﹤0.01% | 310 |
|
|
2019
Q2 | $4K | Buy |
+12
| New | +$4K | ﹤0.01% | 291 |
|