Institutional & Family Asset Management’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.09K | Buy |
+4
| New | +$1.09K | ﹤0.01% | 626 |
|
|
2022
Q4 | – | Sell |
-34
| Closed | -$8K | – | 742 |
|
|
2022
Q3 | $8K | Hold |
34
| – | – | ﹤0.01% | 405 |
|
|
2022
Q2 | $9K | Hold |
34
| – | – | ﹤0.01% | 399 |
|
|
2022
Q1 | $12K | Hold |
34
| – | – | ﹤0.01% | 414 |
|
|
2021
Q4 | $12K | Sell |
34
-3
| -8% | -$1.06K | ﹤0.01% | 417 |
|
|
2021
Q3 | $12K | Hold |
37
| – | – | ﹤0.01% | 522 |
|
|
2021
Q2 | $11K | Hold |
37
| – | – | ﹤0.01% | 571 |
|
|
2021
Q1 | $10K | Hold |
37
| – | – | ﹤0.01% | 562 |
|
|
2020
Q4 | $9K | Buy |
37
+4
| +12% | +$973 | ﹤0.01% | 552 |
|
|
2020
Q3 | $7K | Buy |
33
+4
| +14% | +$848 | ﹤0.01% | 536 |
|
|
2020
Q2 | $7K | Sell |
29
-7
| -19% | -$1.69K | ﹤0.01% | 533 |
|
|
2020
Q1 | $8K | Buy |
36
+7
| +24% | +$1.56K | ﹤0.01% | 478 |
|
|
2019
Q4 | $9K | Buy |
29
+4
| +16% | +$1.24K | ﹤0.01% | 516 |
|
|
2019
Q3 | $8K | Sell |
25
-3
| -11% | -$960 | ﹤0.01% | 501 |
|
|
2019
Q2 | $8K | Hold |
28
| – | – | ﹤0.01% | 525 |
|
|
2019
Q1 | $8K | Hold |
28
| – | – | ﹤0.01% | 536 |
|
|
2018
Q4 | $7K | Sell |
28
-5
| -15% | -$1.25K | ﹤0.01% | 526 |
|
|
2018
Q3 | $8K | Hold |
33
| – | – | ﹤0.01% | 550 |
|
|
2018
Q2 | $8K | Hold |
33
| – | – | ﹤0.01% | 557 |
|
|
2018
Q1 | $8K | Buy |
+33
| New | +$8K | ﹤0.01% | 537 |
|