HWA
HHM Wealth Advisors’s Essex Property Trust ESS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-10
| Closed | -$3.07K | – | 885 |
|
2025
Q1 | $3.07K | Hold |
10
| – | – | ﹤0.01% | 714 |
|
2024
Q4 | $2.86K | Buy |
+10
| New | +$2.86K | ﹤0.01% | 719 |
|
2024
Q2 | – | Sell |
-41
| Closed | -$10K | – | 807 |
|
2024
Q1 | $10K | Hold |
41
| – | – | ﹤0.01% | 519 |
|
2023
Q4 | $10.2K | Hold |
41
| – | – | ﹤0.01% | 506 |
|
2023
Q3 | $8.7K | Hold |
41
| – | – | ﹤0.01% | 529 |
|
2023
Q2 | $9.61K | Sell |
41
-3
| -7% | -$703 | ﹤0.01% | 537 |
|
2023
Q1 | $9.2K | Buy |
44
+2
| +5% | +$418 | ﹤0.01% | 542 |
|
2022
Q4 | $8.9K | Buy |
42
+10
| +31% | +$2.12K | ﹤0.01% | 468 |
|
2022
Q3 | $8K | Hold |
32
| – | – | ﹤0.01% | 465 |
|
2022
Q2 | $8K | Hold |
32
| – | – | ﹤0.01% | 567 |
|
2022
Q1 | $11K | Buy |
+32
| New | +$11K | ﹤0.01% | 526 |
|