FTDI
First Trust Direct Indexing’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,873
| Closed | -$553K | – | 303 |
|
|
2024
Q3 | $553K | Buy |
1,873
+734
| +64% | +$217K | 0.03% | 513 |
|
|
2024
Q2 | $310K | Buy |
1,139
+183
| +19% | +$49.8K | 0.02% | 662 |
|
|
2024
Q1 | $234K | Buy |
956
+64
| +7% | +$15.7K | 0.02% | 682 |
|
|
2023
Q4 | $221K | Sell |
892
-55
| -6% | -$13.6K | 0.02% | 678 |
|
|
2023
Q3 | $201K | Buy |
947
+11
| +1% | +$2.33K | 0.02% | 649 |
|
|
2023
Q2 | $219K | Sell |
936
-43
| -4% | -$10.1K | 0.02% | 633 |
|
|
2023
Q1 | $205K | Sell |
979
-21
| -2% | -$4.39K | 0.02% | 645 |
|
|
2022
Q4 | $212K | Buy |
+1,000
| New | +$212K | 0.03% | 612 |
|
|
2022
Q2 | – | Sell |
-595
| Closed | -$206K | – | 660 |
|
|
2022
Q1 | $206K | Buy |
+595
| New | +$206K | 0.03% | 619 |
|