Gradient Investments’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
2024 Q3	–	Sell	-33	Closed	-$8.98K	–	619
2024 Q2	$8.98K	Buy	+33	New	+$8.47K	﹤0.01%	756
2024 Q1	–	Sell	-5	Closed	-$1.24K	–	1412
2023 Q4	$1.24K	Hold	5	–	–	﹤0.01%	1355
2023 Q3	$1.06K	Sell	5 -130	-96%	-$30.5K	﹤0.01%	1355
2023 Q2	$31.6K	Buy	135 +5	+4%	+$1.09K	﹤0.01%	602
2023 Q1	$27.2K	Buy	+130	New	+$28.7K	﹤0.01%	615
2022 Q1	–	Sell	-11	Closed	-$4K	–	1223
2021 Q4	$4K	Buy	+11	New	+$3.74K	﹤0.01%	965
2019 Q1	–	Sell	-74	Closed	-$18K	–	898
2018 Q4	$18K	Buy	+74	New	+$18.7K	﹤0.01%	466
2018 Q1	–	Sell	-1	Closed	–	–	1054
2017 Q4	$0	Buy	+1	New	+$252	﹤0.01%	1031