IFP 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
Q2 | – | Sell |
-13
| Closed | -$3.99K | – | 2182 |
|
|
2025
Q1 | $3.99K | Sell |
13
-17
| -57% | -$5.21K | ﹤0.01% | 2919 |
|
|
2024
Q4 | $8.56K | Hold |
30
| – | – | ﹤0.01% | 2585 |
|
|
2024
Q3 | $8.86K | Hold |
30
| – | – | ﹤0.01% | 2470 |
|
|
2024
Q2 | $8.17K | Buy |
30
+3
| +11% | +$817 | ﹤0.01% | 2410 |
|
|
2024
Q1 | $6.73K | Buy |
27
+3
| +13% | +$748 | ﹤0.01% | 2374 |
|
|
2023
Q4 | $6.06K | Hold |
24
| – | – | ﹤0.01% | 2361 |
|
|
2023
Q3 | $5.18K | Sell |
24
-2
| -8% | -$432 | ﹤0.01% | 2492 |
|
|
2023
Q2 | $6.09K | Buy |
26
+17
| +189% | +$3.98K | ﹤0.01% | 2479 |
|
|
2023
Q1 | $1.52K | Sell |
9
-196
| -96% | -$33.2K | ﹤0.01% | 2978 |
|
|
2022
Q4 | $37K | Sell |
205
-848
| -81% | -$153K | ﹤0.01% | 2440 |
|
|
2022
Q3 | $208K | Buy |
1,053
+71
| +7% | +$14K | 0.01% | 1380 |
|
|
2022
Q2 | $197K | Hold |
982
| – | – | 0.01% | 1286 |
|
|
2022
Q1 | $197K | Buy |
982
+657
| +202% | +$132K | 0.01% | 1286 |
|
|
2021
Q4 | $116K | Sell |
325
-99
| -23% | -$35.3K | ﹤0.01% | 1182 |
|
|
2021
Q3 | $137K | Buy |
424
+79
| +23% | +$25.5K | ﹤0.01% | 1103 |
|
|
2021
Q2 | $104K | Buy |
345
+232
| +205% | +$69.9K | ﹤0.01% | 1222 |
|
|
2021
Q1 | $31K | Sell |
113
-209
| -65% | -$57.3K | ﹤0.01% | 1643 |
|
|
2020
Q4 | $76K | Buy |
322
+182
| +130% | +$43K | ﹤0.01% | 1263 |
|
|
2020
Q3 | $27K | Buy |
140
+23
| +20% | +$4.44K | ﹤0.01% | 1519 |
|
|
2020
Q2 | $23K | Sell |
117
-16
| -12% | -$3.15K | ﹤0.01% | 1504 |
|
|
2020
Q1 | $29K | Buy |
133
+2
| +2% | +$436 | ﹤0.01% | 1341 |
|
|
2019
Q4 | $39K | Sell |
131
-2
| -2% | -$595 | ﹤0.01% | 1356 |
|
|
2019
Q3 | $44K | Buy |
+133
| New | +$44K | ﹤0.01% | 1424 |
|
|
2019
Q1 | – | Sell |
-171
| Closed | -$42K | – | 2650 |
|
|
2018
Q4 | $42K | Sell |
171
-177
| -51% | -$43.5K | ﹤0.01% | 1688 |
|
|
2018
Q3 | $86K | Sell |
348
-24
| -6% | -$5.93K | ﹤0.01% | 1568 |
|
|
2018
Q2 | $89K | Sell |
372
-109
| -23% | -$26.1K | ﹤0.01% | 1531 |
|
|
2018
Q1 | $116K | Hold |
481
| – | – | 0.01% | 1298 |
|
|
2017
Q4 | $116K | Sell |
481
-1,055
| -69% | -$254K | 0.01% | 1295 |
|
|
2017
Q3 | $390K | Sell |
1,536
-39
| -2% | -$9.9K | 0.02% | 794 |
|
|
2017
Q2 | $405K | Buy |
1,575
+4
| +0.3% | +$1.03K | 0.02% | 762 |
|
|
2017
Q1 | $364K | Buy |
1,571
+55
| +4% | +$12.7K | 0.02% | 816 |
|
|
2016
Q4 | $352K | Buy |
1,516
+12
| +0.8% | +$2.79K | 0.02% | 785 |
|
|
2016
Q3 | $335K | Sell |
1,504
-168
| -10% | -$37.4K | 0.02% | 753 |
|
|
2016
Q2 | $381K | Buy |
+1,672
| New | +$381K | 0.02% | 655 |
|
|
2016
Q1 | – | Sell |
-1,345
| Closed | -$322K | – | 2681 |
|
|
2015
Q4 | $322K | Buy |
+1,345
| New | +$322K | 0.02% | 630 |
|