First Trust Direct Indexing’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
2024
Q4
Sell
2024
Q3
$553K Buy
2024
Q2
$310K Buy
2024
Q1
$234K Buy
2023
Q4
$221K Sell
2023
Q3
$201K Buy
2023
Q2
$219K Sell
2023
Q1
$205K Sell
2022
Q4
$212K Buy
2022
Q2
Sell
2022
Q1
$206K Buy