KPW
Kore Private Wealth’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $218K | Sell |
898
-2,819
| -76% | -$684K | 0.04% | 232 |
|
|
2022
Q2 | $972K | Hold |
3,717
| – | – | 0.15% | 105 |
|
|
2022
Q1 | $1.28M | Sell |
3,717
-729
| -16% | -$252K | 0.16% | 97 |
|
|
2021
Q4 | $1.57M | Sell |
4,446
-38
| -0.8% | -$13.4K | 0.19% | 84 |
|
|
2021
Q3 | $1.43M | Buy |
4,484
+7
| +0.2% | +$2.24K | 0.15% | 114 |
|
|
2021
Q2 | $1.34M | Buy |
4,477
+925
| +26% | +$277K | 0.15% | 112 |
|
|
2021
Q1 | $966K | Buy |
3,552
+536
| +18% | +$146K | 0.13% | 113 |
|
|
2020
Q4 | $716K | Buy |
3,016
+4
| +0.1% | +$950 | 0.11% | 127 |
|
|
2020
Q3 | $605K | Buy |
3,012
+26
| +0.9% | +$5.22K | 0.12% | 122 |
|
|
2020
Q2 | $684K | Hold |
2,986
| – | – | 0.14% | 105 |
|
|
2020
Q1 | $658K | Sell |
2,986
-35
| -1% | -$7.71K | 0.16% | 95 |
|
|
2019
Q4 | $909K | Hold |
3,021
| – | – | 0.17% | 103 |
|
|
2019
Q3 | $983K | Hold |
3,021
| – | – | 0.22% | 88 |
|
|
2019
Q2 | $882K | Buy |
3,021
+5
| +0.2% | +$1.46K | 0.2% | 95 |
|
|
2019
Q1 | $878K | Buy |
3,016
+35
| +1% | +$10.2K | 0.2% | 90 |
|
|
2018
Q4 | $737K | Buy |
+2,981
| New | +$737K | 0.2% | 96 |
|