Kingswood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Sell |
10,652
-315
| -3% | -$89.3K | 0.24% | 98 |
|
|
2025
Q1 | $3.36M | Sell |
10,967
-1,502
| -12% | -$460K | 0.31% | 75 |
|
|
2024
Q4 | $3.56M | Buy |
12,469
+324
| +3% | +$92.5K | 0.27% | 79 |
|
|
2024
Q3 | $3.59M | Sell |
12,145
-329
| -3% | -$97.2K | 0.26% | 91 |
|
|
2024
Q2 | $3.4M | Buy |
12,474
+2,018
| +19% | +$549K | 0.31% | 72 |
|
|
2024
Q1 | $2.56M | Sell |
10,456
-2,871
| -22% | -$703K | 0.3% | 75 |
|
|
2023
Q4 | $3.3M | Buy |
+13,327
| New | +$3.3M | 0.37% | 53 |
|