Financial Architects (New Jersey)’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
2020 Q2	–	Sell	-7	Closed	-$2K	–	859
2020 Q1	$2K	Hold	7	–	–	﹤0.01%	775
2019 Q4	$2K	Hold	7	–	–	﹤0.01%	832
2019 Q3	$2K	Hold	7	–	–	﹤0.01%	901
2019 Q2	$2K	Sell	7 -97	-93%	-$28K	﹤0.01%	1084
2019 Q1	$30K	Sell	104 -1	-1%	-$273	0.01%	756
2018 Q4	$26K	Hold	105	–	–	0.01%	725
2018 Q3	$26K	Sell	105 -3	-3%	-$723	﹤0.01%	848
2018 Q2	$26K	Buy	108 +29	+37%	+$6.91K	﹤0.01%	738
2018 Q1	$19K	Sell	79 -4	-5%	-$922	﹤0.01%	897
2017 Q4	$20K	Hold	83	–	–	﹤0.01%	961
2017 Q3	$21K	Sell	83 -1	-1%	-$261	﹤0.01%	945
2017 Q2	$22K	Buy	84 +10	+14%	+$2.51K	﹤0.01%	922
2017 Q1	$17K	Buy	74 +2	+3%	+$459	﹤0.01%	979
2016 Q4	$17K	Hold	72	–	–	﹤0.01%	872
2016 Q3	$16K	Hold	72	–	–	﹤0.01%	890
2016 Q2	$16K	Buy	+72	New	+$16.1K	﹤0.01%	850
2015 Q3	–	Sell	-4	Closed	-$1K	–	435
2015 Q2	$1K	Buy	+4	New	+$886	﹤0.01%	1152