Kestra Advisory Services’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 | $976K | Hold |
3,444
| – | – | ﹤0.01% | 1490 |
|
|
2025
Q1 | $1.06M | Buy |
3,444
+490
| +17% | +$150K | 0.01% | 1367 |
|
|
2024
Q4 | $843K | Buy |
+2,954
| New | +$843K | ﹤0.01% | 1510 |
|
|
2024
Q3 | – | Sell |
-3,851
| Closed | -$1.06M | – | 2597 |
|
|
2024
Q2 | $1.06M | Sell |
3,851
-132
| -3% | -$36.3K | 0.01% | 1281 |
|
|
2024
Q1 | $985K | Buy |
+3,983
| New | +$985K | 0.01% | 1249 |
|