Farther Finance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Sell |
576
-90
| -14% | -$25.5K | ﹤0.01% | 1487 |
|
|
2025
Q1 | $204K | Sell |
666
-166
| -20% | -$50.7K | 0.01% | 1218 |
|
|
2024
Q4 | $238K | Sell |
832
-50
| -6% | -$14.3K | 0.01% | 909 |
|
|
2024
Q3 | $261K | Buy |
882
+113
| +15% | +$33.4K | 0.01% | 891 |
|
|
2024
Q2 | $210K | Buy |
769
+148
| +24% | +$40.4K | 0.01% | 821 |
|
|
2024
Q1 | $149K | Sell |
621
-29
| -4% | -$6.95K | 0.01% | 798 |
|
|
2023
Q4 | $161K | Buy |
650
+247
| +61% | +$61.2K | 0.01% | 628 |
|
|
2023
Q3 | $85.5K | Buy |
403
+93
| +30% | +$19.7K | 0.01% | 615 |
|
|
2023
Q2 | $72.6K | Buy |
310
+1
| +0.3% | +$234 | 0.02% | 555 |
|
|
2023
Q1 | $64.6K | Buy |
309
+3
| +1% | +$627 | 0.02% | 529 |
|
|
2022
Q4 | $64.8K | Buy |
+306
| New | +$64.8K | 0.03% | 437 |
|