LWP
Lumature Wealth Partners’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $206K | Buy |
878
+8
| +0.9% | +$1.87K | 0.12% | 158 |
|
|
2023
Q1 | $182K | Buy |
870
+94
| +12% | +$19.7K | 0.1% | 156 |
|
|
2022
Q4 | $164K | Sell |
776
-22
| -3% | -$4.66K | 0.09% | 157 |
|
|
2022
Q3 | $193K | Buy |
798
+52
| +7% | +$12.6K | 0.1% | 156 |
|
|
2022
Q2 | $195K | Buy |
746
+51
| +7% | +$13.3K | 0.09% | 174 |
|
|
2022
Q1 | $240K | Buy |
+695
| New | +$240K | 0.1% | 150 |
|