Independent Advisor Alliance’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $417K | Buy |
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|
2025
Q2 | $437K | Sell |
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|
2025
Q1 | $492K | Sell |
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|
2024
Q4 | $539K | Sell |
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|
2024
Q3 | $569K | Sell |
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|
2024
Q2 | $543K | Sell |
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|
2024
Q1 | $492K | Buy |
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|
2023
Q4 | $486K | Sell |
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|
2023
Q3 | $610K | Buy |
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|
2023
Q2 | $654K | Sell |
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|
2023
Q1 | $611K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $508K | Buy |
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|
2022
Q2 | $324K | Buy |
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|
2022
Q1 | $418K | Buy |
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|
2021
Q4 | $309K | Buy |
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