Highland Private Wealth Management’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-868
| Closed | -$211K | – | 55 |
|
|
2022
Q3 | $211K | Buy |
868
+12
| +1% | +$2.92K | 0.03% | 174 |
|
|
2022
Q2 | $224K | Sell |
856
-15
| -2% | -$3.93K | 0.03% | 167 |
|
|
2022
Q1 | $301K | Buy |
871
+6
| +0.7% | +$2.07K | 0.04% | 134 |
|
|
2021
Q4 | $305K | Sell |
865
-8
| -0.9% | -$2.82K | 0.04% | 137 |
|
|
2021
Q3 | $279K | Buy |
873
+6
| +0.7% | +$1.92K | 0.04% | 139 |
|
|
2021
Q2 | $260K | Buy |
867
+2
| +0.2% | +$600 | 0.04% | 143 |
|
|
2021
Q1 | $235K | Buy |
+865
| New | +$235K | 0.04% | 141 |
|