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LVW Advisors’s Essex Property Trust ESS Stock Holding History

LVW Advisors’s Portfolio ESS Stock Details ESS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$830K Buy
2,929
+749
+34% +$212K 0.09% 127
2025
Q1 		$668K Buy
2,180
+1,297
+147% +$398K 0.08% 143
2024
Q4 		$252K Buy
+883
New +$252K 0.03% 271