Kestra Private Wealth 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 | $1.01M | Sell |
3,562
-157
| -4% | -$44.5K | 0.01% | 741 |
|
|
2025
Q1 | $1.14M | Sell |
3,719
-666
| -15% | -$204K | 0.02% | 637 |
|
|
2024
Q4 | $1.25M | Buy |
4,385
+963
| +28% | +$275K | 0.02% | 565 |
|
|
2024
Q3 | $1.01M | Sell |
3,422
-62
| -2% | -$18.3K | 0.02% | 612 |
|
|
2024
Q2 | $957K | Sell |
3,484
-56
| -2% | -$15.4K | 0.02% | 588 |
|
|
2024
Q1 | $875K | Buy |
3,540
+290
| +9% | +$71.7K | 0.02% | 597 |
|
|
2023
Q4 | $813K | Buy |
+3,250
| New | +$813K | 0.02% | 579 |
|
|
2020
Q4 | – | Sell |
-2,848
| Closed | -$572K | – | 752 |
|
|
2020
Q3 | $572K | Buy |
+2,848
| New | +$572K | 0.05% | 353 |
|