Mirabella Financial Services’s Essex Property Trust ESS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,571	Closed	-$329K	–	533
2023 Q1	$329K	Sell	1,571 -7,441	-83%	-$1.64M	0.05%	266
2022 Q4	$1.91M	Buy	+9,012	New	+$1.97M	0.17%	97
2022 Q3	–	Sell	-8,213	Closed	-$2.15M	–	403
2022 Q2	$2.15M	Buy	8,213 +5,124	+166%	+$1.55M	0.21%	111
2022 Q1	$1.07M	Buy	3,089 +2,336	+310%	+$780K	0.12%	155
2021 Q4	$265K	Buy	753 +60	+9%	+$20.4K	0.03%	309
2021 Q3	$222K	Buy	+693	New	+$224K	0.03%	389
2021 Q2	–	Sell	-1,005	Closed	-$274K	–	328
2021 Q1	$274K	Buy	+1,005	New	+$261K	0.09%	183
2020 Q4	–	Sell	-5,220	Closed	-$1.05M	–	368
2020 Q3	$1.05M	Sell	5,220 -5,480	-51%	-$1.19M	0.29%	84
2020 Q2	$2.45M	Buy	+10,700	New	+$2.56M	0.66%	35