JFS Wealth Advisors’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
| Closed | -$545 | – | 1981 |
|
|
2024
Q2 | $545 | Sell |
2
-1
| -33% | -$273 | ﹤0.01% | 1789 |
|
|
2024
Q1 | $735 | Sell |
3
-2
| -40% | -$490 | ﹤0.01% | 1722 |
|
|
2023
Q4 | $1.24K | Buy |
+5
| New | +$1.24K | ﹤0.01% | 1583 |
|
|
2015
Q3 | – | Sell |
-3
| Closed | -$1K | – | 508 |
|
|
2015
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 483 |
|
|
2015
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 482 |
|