Glassman Wealth Services’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 Q1	–	Sell	-317	Closed	-$78.6K	–	731
2023 Q4	$78.6K	Hold	317	–	–	0.01%	340
2023 Q3	$67.2K	Hold	317	–	–	0.01%	351
2023 Q2	$74.3K	Sell	317 -14	-4%	-$3.28K	0.01%	318
2023 Q1	$69.2K	Buy	331 +6	+2%	+$1.26K	0.01%	332
2022 Q4	$68.9K	Buy	325 +4	+1%	+$848	0.01%	341
2022 Q3	$78K	Buy	321 +2	+0.6%	+$486	0.02%	290
2022 Q2	$83K	Buy	319 +6	+2%	+$1.56K	0.02%	289
2022 Q1	$108K	Buy	313 +3	+1%	+$1.04K	0.02%	249
2021 Q4	$109K	Buy	310 +3	+1%	+$1.06K	0.02%	231
2021 Q3	$98K	Buy	307 +3	+1%	+$958	0.02%	245
2021 Q2	$91K	Buy	304 +3	+1%	+$898	0.02%	248
2021 Q1	$82K	Buy	301 +1	+0.3%	+$272	0.02%	251
2020 Q4	$71K	Sell	300 -2	-0.7%	-$473	0.02%	287
2020 Q3	$61K	Sell	302 -3	-1%	-$606	0.02%	265
2020 Q2	$70K	Buy	305 +3	+1%	+$689	0.02%	203
2020 Q1	$67K	Sell	302 -3	-1%	-$666	0.03%	199
2019 Q4	$92K	Hold	305	–	–	0.03%	188
2019 Q3	$100K	Hold	305	–	–	0.04%	163
2019 Q2	$89K	Hold	305	–	–	0.04%	177
2019 Q1	$88K	Buy	305 +5	+2%	+$1.44K	0.04%	177
2018 Q4	$74K	Hold	300	–	–	0.04%	164
2018 Q3	$74K	Hold	300	–	–	0.03%	180
2018 Q2	$72K	Hold	300	–	–	0.04%	158
2018 Q1	$72K	Buy	300 +3	+1%	+$720	0.04%	147
2017 Q4	$72K	Hold	297	–	–	0.04%	138
2017 Q3	$75K	Hold	297	–	–	0.05%	128
2017 Q2	$76K	Hold	297	–	–	0.05%	129
2017 Q1	$69K	Hold	297	–	–	0.05%	143
2016 Q4	$69K	Sell	297 -4	-1%	-$929	0.05%	155
2016 Q3	$67K	Buy	301 +4	+1%	+$890	0.06%	128
2016 Q2	$68K	Hold	297	–	–	0.06%	114
2016 Q1	$69K	Hold	297	–	–	0.06%	123
2015 Q4	$71K	Hold	297	–	–	0.06%	126
2015 Q3	$66K	Hold	297	–	–	0.06%	127
2015 Q2	$63K	Hold	297	–	–	0.05%	133
2015 Q1	$68K	Hold	297	–	–	0.05%	127
2014 Q4	$61K	Buy	+297	New	+$61K	0.04%	143