M&R Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $303K | Buy |
1,025
+11
| +1% | +$3.25K | 0.07% | 109 |
|
|
2024
Q2 | $276K | Buy |
1,014
+52
| +5% | +$14.2K | 0.07% | 110 |
|
|
2024
Q1 | $235K | Buy |
962
+42
| +5% | +$10.3K | 0.06% | 119 |
|
|
2023
Q4 | $228K | Buy |
920
+83
| +10% | +$20.6K | 0.06% | 135 |
|
|
2023
Q3 | $177K | Buy |
837
+450
| +116% | +$95.4K | 0.05% | 148 |
|
|
2023
Q2 | $90.8K | Buy |
387
+2
| +0.5% | +$469 | 0.02% | 197 |
|
|
2023
Q1 | $80.6K | Buy |
385
+363
| +1,650% | +$76K | 0.02% | 200 |
|
|
2022
Q4 | $4.66K | Buy |
+22
| New | +$4.66K | ﹤0.01% | 423 |
|