Girard Partners’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
2022
Q1
Sell
-680
Closed -$239K 252
2021
Q4
$239K Sell
680
-417
-38% -$142K 0.03% 215
2021
Q3
$350K Sell
1,097
-739
-40% -$239K 0.04% 184
2021
Q2
$550K Buy
1,836
+50
+3% +$14.7K 0.07% 154
2021
Q1
$485K Buy
1,786
+338
+23% +$87.6K 0.07% 150
2020
Q4
$343K Sell
1,448
-712
-33% -$164K 0.05% 176
2020
Q3
$433K Buy
2,160
+291
+16% +$63.4K 0.07% 153
2020
Q2
$428K Buy
1,869
+84
+5% +$20.1K 0.08% 149
2020
Q1
$393K Buy
1,785
+554
+45% +$159K 0.08% 153
2019
Q4
$370K Buy
1,231
+201
+20% +$63.5K 0.06% 174
2019
Q3
$336K Buy
1,030
+164
+19% +$51.3K 0.06% 172
2019
Q2
$252K Sell
866
-33
-4% -$9.51K 0.04% 213
2019
Q1
$260K Sell
899
-95
-10% -$25.9K 0.05% 206
2018
Q4
$243K Buy
994
+248
+33% +$62.5K 0.05% 206
2018
Q3
$184K Buy
+746
New +$180K 0.03% 252

Other funds holding ESS