LA
LM Advisors’s Essex Property Trust ESS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.95M | Sell |
6,868
-59
| -0.9% | -$16.7K | 0.25% | 55 |
|
2025
Q1 | $2.12M | Sell |
6,927
-814
| -11% | -$250K | 0.38% | 53 |
|
2024
Q4 | $2.21M | Sell |
7,741
-125
| -2% | -$35.7K | 0.4% | 47 |
|
2024
Q3 | $2.32M | Sell |
7,866
-325
| -4% | -$96K | 0.47% | 44 |
|
2024
Q2 | $2.23M | Sell |
8,191
-251
| -3% | -$68.3K | ﹤0.01% | 65 |
|
2024
Q1 | $2.07M | Sell |
8,442
-164
| -2% | -$40.2K | 0.33% | 64 |
|
2023
Q4 | $2.13M | Buy |
+8,606
| New | +$2.13M | 0.43% | 49 |
|