First Personal Financial Services’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $296 | Buy |
+1
| New | +$296 | ﹤0.01% | 430 |
|
|
2023
Q1 | – | Sell |
-49
| Closed | -$10.4K | – | 416 |
|
|
2022
Q4 | $10.4K | Sell |
49
-10
| -17% | -$2.12K | ﹤0.01% | 324 |
|
|
2022
Q3 | $14K | Hold |
59
| – | – | ﹤0.01% | 311 |
|
|
2022
Q2 | $15K | Hold |
59
| – | – | ﹤0.01% | 252 |
|
|
2022
Q1 | $20K | Hold |
59
| – | – | ﹤0.01% | 248 |
|
|
2021
Q4 | $21K | Hold |
59
| – | – | ﹤0.01% | 246 |
|
|
2021
Q3 | $19K | Sell |
59
-59
| -50% | -$19K | ﹤0.01% | 248 |
|
|
2021
Q2 | $35K | Sell |
118
-119
| -50% | -$35.3K | 0.01% | 220 |
|
|
2021
Q1 | $64K | Hold |
237
| – | – | 0.02% | 173 |
|
|
2020
Q4 | $56K | Hold |
237
| – | – | 0.02% | 178 |
|
|
2020
Q3 | $48K | Hold |
237
| – | – | 0.02% | 181 |
|
|
2020
Q2 | $54K | Hold |
237
| – | – | 0.02% | 180 |
|
|
2020
Q1 | $52K | Sell |
237
-2
| -0.8% | -$439 | 0.02% | 179 |
|
|
2019
Q4 | $72K | Hold |
239
| – | – | 0.02% | 175 |
|
|
2019
Q3 | $78K | Hold |
239
| – | – | 0.02% | 200 |
|
|
2019
Q2 | $70K | Buy |
239
+2
| +0.8% | +$586 | 0.02% | 242 |
|
|
2019
Q1 | $69K | Hold |
237
| – | – | 0.02% | 232 |
|
|
2018
Q4 | $58K | Hold |
237
| – | – | 0.02% | 242 |
|
|
2018
Q3 | $58K | Hold |
237
| – | – | 0.02% | 260 |
|
|
2018
Q2 | $57K | Hold |
237
| – | – | 0.02% | 256 |
|
|
2018
Q1 | $57K | Sell |
237
-20
| -8% | -$4.81K | 0.01% | 415 |
|
|
2017
Q4 | $62K | Hold |
257
| – | – | 0.01% | 427 |
|
|
2017
Q3 | $65K | Hold |
257
| – | – | 0.01% | 378 |
|
|
2017
Q2 | $66K | Hold |
257
| – | – | 0.01% | 369 |
|
|
2017
Q1 | $60K | Hold |
257
| – | – | 0.01% | 357 |
|
|
2016
Q4 | $60K | Buy |
257
+8
| +3% | +$1.87K | 0.02% | 344 |
|
|
2016
Q3 | $55K | Hold |
249
| – | – | 0.02% | 264 |
|
|
2016
Q2 | $57K | Buy |
249
+12
| +5% | +$2.75K | 0.02% | 246 |
|
|
2016
Q1 | $55K | Hold |
237
| – | – | 0.03% | 171 |
|
|
2015
Q4 | $57K | Hold |
237
| – | – | 0.03% | 169 |
|
|
2015
Q3 | $53K | Hold |
237
| – | – | 0.03% | 167 |
|
|
2015
Q2 | $51K | Sell |
237
-2
| -0.8% | -$430 | 0.03% | 169 |
|
|
2015
Q1 | $55K | Buy |
239
+237
| +11,850% | +$54.5K | 0.03% | 163 |
|
|
2014
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 491 |
|