Liberty Wealth Management’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-681
| Closed | -$209K | – | 231 |
|
|
2025
Q1 | $209K | Buy |
+681
| New | +$209K | 0.04% | 147 |
|
|
2024
Q4 | – | Sell |
-681
| Closed | -$201K | – | 229 |
|
|
2024
Q3 | $201K | Buy |
+681
| New | +$201K | 0.03% | 205 |
|
|
2022
Q3 | $224K | Buy |
+927
| New | +$224K | 0.06% | 136 |
|
|
2022
Q2 | – | Sell |
-681
| Closed | -$235K | – | 155 |
|
|
2022
Q1 | $235K | Hold |
681
| – | – | 0.08% | 127 |
|
|
2021
Q4 | $239 | Hold |
681
| – | – | 0.01% | 140 |
|
|
2021
Q3 | $218K | Hold |
681
| – | – | 0.08% | 153 |
|
|
2021
Q2 | $204K | Hold |
681
| – | – | 0.08% | 131 |
|
|
2021
Q1 | $164K | Hold |
681
| – | – | 0.08% | 129 |
|
|
2020
Q4 | $164K | Hold |
681
| – | – | 0.08% | 128 |
|
|
2020
Q3 | $137K | Hold |
681
| – | – | 0.08% | 127 |
|
|
2020
Q2 | $156K | Sell |
681
-680
| -50% | -$156K | 0.11% | 107 |
|
|
2020
Q1 | $300K | Hold |
1,361
| – | – | 0.26% | 61 |
|
|
2019
Q4 | $409K | Hold |
1,361
| – | – | 0.32% | 58 |
|
|
2019
Q3 | $445K | Hold |
1,361
| – | – | 0.42% | 45 |
|
|
2019
Q2 | $397K | Hold |
1,361
| – | – | 0.35% | 60 |
|
|
2019
Q1 | $393K | Hold |
1,361
| – | – | 0.3% | 49 |
|
|
2018
Q4 | $333K | Buy |
+1,361
| New | +$333K | 0.25% | 54 |
|