FourThought Financial Partners’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-680
| Closed | -$201K | – | 321 |
|
|
2024
Q3 | $201K | Sell |
680
-171
| -20% | -$50.5K | 0.02% | 170 |
|
|
2024
Q2 | $232K | Sell |
851
-3,468
| -80% | -$944K | 0.03% | 169 |
|
|
2024
Q1 | $1.06M | Sell |
4,319
-64
| -1% | -$15.7K | 0.12% | 124 |
|
|
2023
Q4 | $1.09M | Sell |
4,383
-125
| -3% | -$31K | 0.14% | 118 |
|
|
2023
Q3 | $956K | Sell |
4,508
-6
| -0.1% | -$1.27K | 0.13% | 120 |
|
|
2023
Q2 | $1.06M | Sell |
4,514
-2,001
| -31% | -$469K | 0.14% | 114 |
|
|
2023
Q1 | $1.36M | Buy |
6,515
+1,155
| +22% | +$242K | 0.19% | 102 |
|
|
2022
Q4 | $1.14M | Buy |
+5,360
| New | +$1.14M | 0.16% | 111 |
|