Fort Washington Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,900
| Closed | -$1.69M | – | 437 |
|
|
2022
Q1 | $1.69M | Buy |
4,900
+900
| +23% | +$311K | 0.01% | 270 |
|
|
2021
Q4 | $1.41M | Hold |
4,000
| – | – | 0.01% | 291 |
|
|
2021
Q3 | $1.28M | Buy |
4,000
+900
| +29% | +$288K | 0.01% | 293 |
|
|
2021
Q2 | $930K | Buy |
3,100
+800
| +35% | +$240K | 0.01% | 322 |
|
|
2021
Q1 | $625K | Buy |
2,300
+600
| +35% | +$163K | 0.01% | 356 |
|
|
2020
Q4 | $404K | Sell |
1,700
-100
| -6% | -$23.8K | ﹤0.01% | 408 |
|
|
2020
Q3 | $361K | Buy |
1,800
+900
| +100% | +$181K | ﹤0.01% | 409 |
|
|
2020
Q2 | $206K | Buy |
+900
| New | +$206K | ﹤0.01% | 479 |
|
|
2019
Q1 | – | Sell |
-1,000
| Closed | -$245K | – | 516 |
|
|
2018
Q4 | $245K | Sell |
1,000
-1,000
| -50% | -$245K | ﹤0.01% | 479 |
|
|
2018
Q3 | $493K | Sell |
2,000
-800
| -29% | -$197K | ﹤0.01% | 431 |
|
|
2018
Q2 | $669K | Buy |
+2,800
| New | +$669K | 0.01% | 389 |
|
|
2016
Q3 | – | Sell |
-1,300
| Closed | -$297K | – | 441 |
|
|
2016
Q2 | $297K | Buy |
1,300
+300
| +30% | +$68.5K | 0.01% | 412 |
|
|
2016
Q1 | $234K | Buy |
+1,000
| New | +$234K | ﹤0.01% | 427 |
|