InceptionR’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 |
-692
| Closed | -$212K | – | 709 |
|
|
2025
Q1 | $212K | Buy |
+692
| New | +$212K | 0.06% | 460 |
|
|
2024
Q3 | – | Sell |
-1,094
| Closed | -$298K | – | 702 |
|
|
2024
Q2 | $298K | Buy |
+1,094
| New | +$298K | 0.08% | 416 |
|
|
2023
Q2 | – | Sell |
-3,974
| Closed | -$831K | – | 478 |
|
|
2023
Q1 | $831K | Buy |
3,974
+2,326
| +141% | +$486K | 0.27% | 136 |
|
|
2022
Q4 | $349K | Buy |
+1,648
| New | +$349K | 0.18% | 240 |
|