Founders Financial Securities’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,438
| Closed | -$1.35M | – | 326 |
|
|
2023
Q1 | $1.35M | Buy |
6,438
+259
| +4% | +$54.2K | 0.19% | 106 |
|
|
2022
Q4 | $1.31M | Buy |
6,179
+2,049
| +50% | +$434K | 0.21% | 101 |
|
|
2022
Q3 | $1M | Buy |
+4,130
| New | +$1M | 0.18% | 115 |
|
|
2022
Q2 | – | Sell |
-3,997
| Closed | -$1.38M | – | 274 |
|
|
2022
Q1 | $1.38M | Sell |
3,997
-183
| -4% | -$63.2K | 0.24% | 85 |
|
|
2021
Q4 | $1.47M | Buy |
4,180
+208
| +5% | +$73.2K | 0.26% | 80 |
|
|
2021
Q3 | $1.27M | Buy |
3,972
+232
| +6% | +$74.2K | 0.26% | 80 |
|
|
2021
Q2 | $1.12M | Buy |
3,740
+168
| +5% | +$50.4K | 0.22% | 97 |
|
|
2021
Q1 | $971K | Buy |
3,572
+47
| +1% | +$12.8K | 0.22% | 95 |
|
|
2020
Q4 | $837K | Buy |
+3,525
| New | +$837K | 0.2% | 93 |
|
|
2020
Q3 | – | Sell |
-3,379
| Closed | -$774K | – | 177 |
|
|
2020
Q2 | $774K | Buy |
+3,379
| New | +$774K | 0.25% | 73 |
|