Laird Norton Wetherby Wealth Management’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,135
| Closed | -$241K | – | 942 |
|
|
2023
Q3 | $241K | Sell |
1,135
-46
| -4% | -$10.8K | 0.01% | 754 |
|
|
2023
Q2 | $277K | Buy |
1,181
+209
| +22% | +$45.7K | 0.01% | 748 |
|
|
2023
Q1 | $203K | Sell |
972
-23
| -2% | -$5.07K | 0.01% | 823 |
|
|
2022
Q4 | $211K | Buy |
+995
| New | +$217K | 0.01% | 783 |
|
|
2022
Q2 | – | Sell |
-635
| Closed | -$219K | – | 936 |
|
|
2022
Q1 | $219K | Buy |
635
+45
| +8% | +$15K | 0.01% | 831 |
|
|
2021
Q4 | $208K | Buy |
+590
| New | +$201K | 0.01% | 851 |
|
|
2020
Q3 | – | Sell |
-994
| Closed | -$228K | – | 733 |
|
|
2020
Q2 | $228K | Sell |
994
-148
| -13% | -$35.5K | 0.02% | 601 |
|
|
2020
Q1 | $252K | Buy |
1,142
+62
| +6% | +$17.8K | 0.03% | 502 |
|
|
2019
Q4 | $325K | Sell |
1,080
-52
| -5% | -$16.4K | 0.03% | 512 |
|
|
2019
Q3 | $370K | Buy |
1,132
+57
| +5% | +$17.8K | 0.04% | 485 |
|
|
2019
Q2 | $314K | Sell |
1,075
-6
| -0.6% | -$1.73K | 0.03% | 521 |
|
|
2019
Q1 | $313K | Buy |
1,081
+59
| +6% | +$16.1K | 0.04% | 500 |
|
|
2018
Q4 | $251K | Sell |
1,022
-17
| -2% | -$4.29K | 0.04% | 515 |
|
|
2018
Q3 | $256K | Sell |
1,039
-27
| -3% | -$6.5K | 0.03% | 549 |
|
|
2018
Q2 | $255K | Buy |
1,066
+129
| +14% | +$30.7K | 0.03% | 517 |
|
|
2018
Q1 | $226K | Buy |
937
+84
| +10% | +$19.4K | 0.03% | 571 |
|
|
2017
Q4 | $206K | Hold |
853
| – | – | 0.03% | 594 |
|
|
2017
Q3 | $217K | Buy |
853
+65
| +8% | +$17K | 0.03% | 540 |
|
|
2017
Q2 | $203K | Buy |
+788
| New | +$198K | 0.03% | 529 |
|
Other funds holding ESS
