JWM
Janiczek Wealth Management’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3
| Closed | -$662 | – | 1029 |
|
|
2022
Q4 | $662 | Hold |
3
| – | – | ﹤0.01% | 888 |
|
|
2022
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 829 |
|
|
2022
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 857 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 855 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 909 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 886 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 836 |
|
|
2021
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 798 |
|
|
2020
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 725 |
|
|
2019
Q3 | – | Sell |
-50
| Closed | -$15K | – | 174 |
|
|
2019
Q2 | $15K | Buy |
+50
| New | +$15K | 0.01% | 123 |
|