Golden State Equity 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 | $406K | Sell |
1,432
-162
| -10% | -$45.9K | 0.08% | 282 |
|
|
2025
Q1 | $489K | Sell |
1,594
-96
| -6% | -$29.4K | 0.1% | 246 |
|
|
2024
Q4 | $482K | Buy |
1,690
+229
| +16% | +$65.4K | 0.09% | 242 |
|
|
2024
Q3 | $432K | Buy |
+1,461
| New | +$432K | 0.23% | 107 |
|
|
2023
Q2 | – | Sell |
-2,355
| Closed | -$493K | – | 387 |
|
|
2023
Q1 | $493K | Buy |
+2,355
| New | +$493K | 0.27% | 98 |
|
|
2022
Q1 | $685K | Buy |
+1,982
| New | +$685K | 0.34% | 80 |
|
|
2021
Q4 | – | Sell |
-1,232
| Closed | -$394K | – | 203 |
|
|
2021
Q3 | $394K | Buy |
1,232
+33
| +3% | +$10.6K | 0.16% | 127 |
|
|
2021
Q2 | $360K | Buy |
1,199
+220
| +22% | +$66.1K | 0.14% | 153 |
|
|
2021
Q1 | $266K | Buy |
+979
| New | +$266K | 0.15% | 133 |
|