J.P. Morgan Private Wealth Advisors’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.7M | Sell |
8,012
-2,679
| -25% | -$568K | ﹤0.01% | 800 |
|
|
2023
Q2 | $2.5M | Sell |
10,691
-1,052
| -9% | -$246K | 0.01% | 496 |
|
|
2023
Q1 | $2.46M | Sell |
11,743
-952
| -7% | -$199K | 0.01% | 798 |
|
|
2022
Q4 | $2.69M | Sell |
12,695
-845
| -6% | -$179K | 0.01% | 744 |
|
|
2022
Q3 | $3.28M | Sell |
13,540
-338
| -2% | -$81.9K | 0.01% | 684 |
|
|
2022
Q2 | $3.63M | Sell |
13,878
-730
| -5% | -$191K | 0.01% | 658 |
|
|
2022
Q1 | $5.05M | Sell |
14,608
-2,583
| -15% | -$892K | 0.01% | 611 |
|
|
2021
Q4 | $6.06M | Sell |
17,191
-1,103
| -6% | -$388K | 0.01% | 566 |
|
|
2021
Q3 | $5.85M | Buy |
18,294
+915
| +5% | +$293K | 0.01% | 557 |
|
|
2021
Q2 | $5.21M | Buy |
17,379
+1,119
| +7% | +$336K | 0.01% | 585 |
|
|
2021
Q1 | $4.42M | Buy |
16,260
+2,944
| +22% | +$800K | 0.01% | 540 |
|
|
2020
Q4 | $3.16M | Buy |
13,316
+2,121
| +19% | +$504K | 0.01% | 599 |
|
|
2020
Q3 | $2.25M | Sell |
11,195
-1,522
| -12% | -$306K | 0.01% | 620 |
|
|
2020
Q2 | $2.91M | Buy |
12,717
+2,103
| +20% | +$482K | 0.01% | 486 |
|
|
2020
Q1 | $2.34M | Sell |
10,614
-506
| -5% | -$111K | 0.01% | 506 |
|
|
2019
Q4 | $3.35M | Buy |
11,120
+2,359
| +27% | +$710K | 0.02% | 512 |
|
|
2019
Q3 | $2.86M | Sell |
8,761
-3,111
| -26% | -$1.02M | 0.01% | 520 |
|
|
2019
Q2 | $3.47M | Sell |
11,872
-562
| -5% | -$164K | 0.02% | 469 |
|
|
2019
Q1 | $3.6M | Sell |
12,434
-2,765
| -18% | -$800K | 0.02% | 478 |
|
|
2018
Q4 | $3.73M | Buy |
15,199
+1,076
| +8% | +$264K | 0.02% | 422 |
|
|
2018
Q3 | $3.48M | Buy |
14,123
+340
| +2% | +$83.9K | 0.02% | 505 |
|
|
2018
Q2 | $3.3M | Buy |
13,783
+10,277
| +293% | +$2.46M | 0.02% | 495 |
|
|
2018
Q1 | $844K | Sell |
3,506
-672
| -16% | -$162K | 0.01% | 693 |
|
|
2017
Q4 | $1.01M | Sell |
4,178
-214
| -5% | -$51.6K | 0.01% | 651 |
|
|
2017
Q3 | $1.12M | Hold |
4,392
| – | – | 0.01% | 598 |
|
|
2017
Q2 | $1.13M | Buy |
4,392
+950
| +28% | +$244K | 0.01% | 588 |
|
|
2017
Q1 | $797K | Sell |
3,442
-677
| -16% | -$157K | 0.01% | 700 |
|
|
2016
Q4 | $957K | Buy |
4,119
+627
| +18% | +$146K | 0.01% | 607 |
|
|
2016
Q3 | $778K | Sell |
3,492
-627
| -15% | -$140K | 0.01% | 651 |
|
|
2016
Q2 | $939K | Buy |
4,119
+572
| +16% | +$130K | 0.01% | 611 |
|
|
2016
Q1 | $829K | Buy |
3,547
+133
| +4% | +$31.1K | 0.01% | 602 |
|
|
2015
Q4 | $817K | Hold |
3,414
| – | – | 0.01% | 567 |
|
|
2015
Q3 | $763K | Buy |
+3,414
| New | +$763K | 0.01% | 527 |
|
|
2015
Q2 | – | Sell |
-3,414
| Closed | -$785K | – | 1077 |
|
|
2015
Q1 | $785K | Hold |
3,414
| – | – | 0.01% | 593 |
|
|
2014
Q4 | $705K | Hold |
3,414
| – | – | 0.01% | 613 |
|
|
2014
Q3 | $610K | Buy |
+3,414
| New | +$610K | 0.01% | 635 |
|