Lenox 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
2020 Q2	$7K	Sell	33 -4	-11%	-$959	﹤0.01%	486
2020 Q1	$8K	Hold	37	–	–	﹤0.01%	419
2019 Q4	$11K	Hold	37	–	–	﹤0.01%	428
2019 Q3	$12K	Sell	37 -16	-30%	-$5K	﹤0.01%	424
2019 Q2	$15K	Hold	53	–	–	﹤0.01%	382
2019 Q1	$15K	Sell	53 -1,230	-96%	-$336K	﹤0.01%	393
2018 Q4	$317K	Sell	1,283 -18	-1%	-$4.54K	0.11%	97
2018 Q3	$323K	Buy	1,301 +30	+2%	+$7.22K	0.1%	117
2018 Q2	$306K	Sell	1,271 -95	-7%	-$22.6K	0.1%	112
2018 Q1	$331K	Sell	1,366 -930	-41%	-$214K	0.11%	106
2017 Q4	$558K	Buy	2,296 +384	+20%	+$96.9K	0.17%	104
2017 Q3	$489K	Buy	+1,912	New	+$499K	0.17%	101