Frank Rimerman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-946
| Closed | -$290K | – | 576 |
|
|
2025
Q1 | $290K | Buy |
946
+80
| +9% | +$24.5K | 0.02% | 413 |
|
|
2024
Q4 | $247K | Buy |
866
+73
| +9% | +$20.8K | 0.02% | 459 |
|
|
2024
Q3 | $234K | Hold |
793
| – | – | 0.02% | 474 |
|
|
2024
Q2 | $216K | Buy |
+793
| New | +$216K | 0.02% | 506 |
|
|
2022
Q2 | – | Sell |
-594
| Closed | -$205K | – | 100 |
|
|
2022
Q1 | $205K | Hold |
594
| – | – | 0.07% | 120 |
|
|
2021
Q4 | $209K | Buy |
+594
| New | +$209K | 0.07% | 113 |
|