Heritage Wealth Advisors’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 Q1	–	Sell	-2	Closed	-$571	–	603
2024 Q4	$571	Hold	2	–	–	﹤0.01%	591
2024 Q3	$591	Buy	+2	New	+$591	﹤0.01%	586
2024 Q1	–	Sell	-668	Closed	-$166K	–	557
2023 Q4	$166K	Buy	+668	New	+$166K	0.01%	228