IRON Financial’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
Q3 | – | Sell |
-2,895
| Closed | -$788K | – | 115 |
|
|
2024
Q2 | $788K | Buy |
2,895
+25
| +0.9% | +$6.81K | 0.44% | 47 |
|
|
2024
Q1 | $703K | Buy |
2,870
+118
| +4% | +$28.9K | 0.39% | 52 |
|
|
2023
Q4 | $682K | Sell |
2,752
-24
| -0.9% | -$5.95K | 0.39% | 46 |
|
|
2023
Q3 | $589K | Buy |
+2,776
| New | +$589K | 0.34% | 55 |
|