Lee Financial’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10
| Closed | -$2.5K | – | 375 |
|
|
2023
Q4 | $2.5K | Buy |
+10
| New | +$2.5K | ﹤0.01% | 697 |
|
|
2022
Q1 | – | Sell |
-33
| Closed | -$12K | – | 821 |
|
|
2021
Q4 | $12K | Buy |
+33
| New | +$12K | ﹤0.01% | 461 |
|
|
2018
Q3 | – | Sell |
-28
| Closed | -$7K | – | 540 |
|
|
2018
Q2 | $7K | Sell |
28
-1
| -3% | -$250 | ﹤0.01% | 562 |
|
|
2018
Q1 | $7K | Buy |
+29
| New | +$7K | ﹤0.01% | 562 |
|