Jones Financial Companies’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Buy |
409
+112
| +38% | +$31.9K | ﹤0.01% | 1871 |
|
|
2025
Q1 | $90.8K | Buy |
297
+74
| +33% | +$22.6K | ﹤0.01% | 1812 |
|
|
2024
Q4 | $63.7K | Buy |
223
+185
| +487% | +$52.8K | ﹤0.01% | 1786 |
|
|
2024
Q3 | $11.2K | Buy |
+38
| New | +$11.2K | ﹤0.01% | 2176 |
|
|
2022
Q3 | – | Sell |
-13
| Closed | -$3K | – | 591 |
|
|
2022
Q2 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 570 |
|
|
2013
Q3 | – | Sell |
-326
| Closed | -$52K | – | 750 |
|
|
2013
Q2 | $52K | Buy |
+326
| New | +$52K | ﹤0.01% | 318 |
|