Gen-Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Sell |
1,842
-11
| -0.6% | -$3.12K | 0.2% | 129 |
|
|
2025
Q1 | $568K | Sell |
1,853
-99
| -5% | -$30.4K | 0.24% | 114 |
|
|
2024
Q4 | $557K | Buy |
1,952
+45
| +2% | +$12.8K | 0.24% | 113 |
|
|
2024
Q3 | $561K | Sell |
1,907
-217
| -10% | -$63.8K | 0.25% | 111 |
|
|
2024
Q2 | $578K | Buy |
2,124
+189
| +10% | +$51.5K | 0.28% | 82 |
|
|
2024
Q1 | $474K | Buy |
+1,935
| New | +$474K | 0.23% | 107 |
|