Founders Financial Securities’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
2023 Q2	–	Sell	-6,438	Closed	-$1.35M	–	326
2023 Q1	$1.35M	Buy	6,438 +259	+4%	+$57.1K	0.19%	106
2022 Q4	$1.31M	Buy	6,179 +2,049	+50%	+$448K	0.21%	101
2022 Q3	$1M	Buy	+4,130	New	+$1.12M	0.18%	115
2022 Q2	–	Sell	-3,997	Closed	-$1.38M	–	274
2022 Q1	$1.38M	Sell	3,997 -183	-4%	-$61.1K	0.24%	85
2021 Q4	$1.47M	Buy	4,180 +208	+5%	+$70.8K	0.26%	80
2021 Q3	$1.27M	Buy	3,972 +232	+6%	+$75.1K	0.26%	80
2021 Q2	$1.12M	Buy	3,740 +168	+5%	+$49.5K	0.22%	97
2021 Q1	$971K	Buy	3,572 +47	+1%	+$12.2K	0.22%	95
2020 Q4	$837K	Buy	+3,525	New	+$813K	0.2%	93
2020 Q3	–	Sell	-3,379	Closed	-$774K	–	177
2020 Q2	$774K	Buy	+3,379	New	+$810K	0.25%	73