Institutional & Family Asset Management’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
2024 Q2	$1.09K	Buy	+4	New	+$1.03K	﹤0.01%	628
2022 Q4	–	Sell	-34	Closed	-$8K	–	747
2022 Q3	$8K	Hold	34	–	–	﹤0.01%	406
2022 Q2	$9K	Hold	34	–	–	﹤0.01%	400
2022 Q1	$12K	Hold	34	–	–	﹤0.01%	417
2021 Q4	$12K	Sell	34 -3	-8%	-$1.02K	﹤0.01%	418
2021 Q3	$12K	Hold	37	–	–	﹤0.01%	524
2021 Q2	$11K	Hold	37	–	–	﹤0.01%	573
2021 Q1	$10K	Hold	37	–	–	﹤0.01%	563
2020 Q4	$9K	Buy	37 +4	+12%	+$923	﹤0.01%	553
2020 Q3	$7K	Buy	33 +4	+14%	+$871	﹤0.01%	539
2020 Q2	$7K	Sell	29 -7	-19%	-$1.68K	﹤0.01%	534
2020 Q1	$8K	Buy	36 +7	+24%	+$2.01K	﹤0.01%	480
2019 Q4	$9K	Buy	29 +4	+16%	+$1.26K	﹤0.01%	517
2019 Q3	$8K	Sell	25 -3	-11%	-$938	﹤0.01%	502
2019 Q2	$8K	Hold	28	–	–	﹤0.01%	526
2019 Q1	$8K	Hold	28	–	–	﹤0.01%	537
2018 Q4	$7K	Sell	28 -5	-15%	-$1.26K	﹤0.01%	527
2018 Q3	$8K	Hold	33	–	–	﹤0.01%	552
2018 Q2	$8K	Hold	33	–	–	﹤0.01%	558
2018 Q1	$8K	Buy	+33	New	+$7.61K	﹤0.01%	538