LWAM
Legacy Wealth Asset Management’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
1,015
+12
| +1% | +$3.4K | 0.07% | 321 |
|
|
2025
Q1 | $307K | Buy |
1,003
+241
| +32% | +$73.9K | 0.09% | 299 |
|
|
2024
Q4 | $218K | Sell |
762
-13
| -2% | -$3.71K | 0.06% | 337 |
|
|
2024
Q3 | $229K | Buy |
775
+35
| +5% | +$10.3K | 0.06% | 329 |
|
|
2024
Q2 | $201K | Buy |
+740
| New | +$201K | 0.06% | 328 |
|
|
2022
Q2 | – | Sell |
-675
| Closed | -$233K | – | 329 |
|
|
2022
Q1 | $233K | Buy |
675
+38
| +6% | +$13.1K | 0.08% | 274 |
|
|
2021
Q4 | $224K | Buy |
+637
| New | +$224K | 0.08% | 290 |
|