Integrated Wealth Concepts’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 | – | Sell |
-4,546
| Closed | -$1.11M | – | 1666 |
|
|
2024
Q1 | $1.11M | Buy |
4,546
+63
| +1% | +$15.4K | 0.02% | 706 |
|
|
2023
Q4 | $1.11M | Buy |
4,483
+527
| +13% | +$131K | 0.02% | 686 |
|
|
2023
Q3 | $839K | Buy |
3,956
+123
| +3% | +$26.1K | 0.01% | 756 |
|
|
2023
Q2 | $898K | Sell |
3,833
-73
| -2% | -$17.1K | 0.02% | 722 |
|
|
2023
Q1 | $817K | Buy |
+3,906
| New | +$817K | 0.02% | 691 |
|