LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6
| Closed | -$2K | – | 642 |
|
|
2022
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 615 |
|
|
2021
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 692 |
|
|
2021
Q3 | $2K | Sell |
6
-18
| -75% | -$6K | ﹤0.01% | 707 |
|
|
2021
Q2 | $7K | Buy |
+24
| New | +$7K | ﹤0.01% | 694 |
|
|
2021
Q1 | – | Sell |
-6
| Closed | -$1K | – | 437 |
|
|
2020
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 757 |
|
|
2020
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 579 |
|
|
2020
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 575 |
|
|
2020
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 631 |
|
|
2019
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 644 |
|
|
2019
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 637 |
|
|
2019
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 658 |
|
|
2019
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 639 |
|
|
2018
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 669 |
|
|
2018
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 629 |
|
|
2018
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 643 |
|
|
2018
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 693 |
|
|
2017
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 690 |
|
|
2017
Q3 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 642 |
|