Independent Advisor Alliance’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 | $437K | Sell |
1,542
-64
| -4% | -$18.1K | 0.01% | 623 |
|
|
2025
Q1 | $492K | Sell |
1,606
-283
| -15% | -$86.8K | 0.02% | 531 |
|
|
2024
Q4 | $539K | Sell |
1,889
-36
| -2% | -$10.3K | 0.01% | 940 |
|
|
2024
Q3 | $569K | Sell |
1,925
-68
| -3% | -$20.1K | 0.02% | 435 |
|
|
2024
Q2 | $543K | Sell |
1,993
-15
| -0.7% | -$4.08K | 0.02% | 442 |
|
|
2024
Q1 | $492K | Buy |
2,008
+48
| +2% | +$11.8K | 0.02% | 461 |
|
|
2023
Q4 | $486K | Sell |
1,960
-914
| -32% | -$227K | 0.02% | 446 |
|
|
2023
Q3 | $610K | Buy |
2,874
+82
| +3% | +$17.4K | 0.03% | 375 |
|
|
2023
Q2 | $654K | Sell |
2,792
-128
| -4% | -$30K | 0.03% | 371 |
|
|
2023
Q1 | $611K | Buy |
+2,920
| New | +$611K | 0.03% | 383 |
|
|
2022
Q4 | – | Sell |
-2,097
| Closed | -$508K | – | 491 |
|
|
2022
Q3 | $508K | Buy |
2,097
+857
| +69% | +$208K | 0.03% | 370 |
|
|
2022
Q2 | $324K | Buy |
1,240
+30
| +2% | +$7.84K | 0.02% | 467 |
|
|
2022
Q1 | $418K | Buy |
1,210
+334
| +38% | +$115K | 0.02% | 436 |
|
|
2021
Q4 | $309K | Buy |
+876
| New | +$309K | 0.02% | 512 |
|