Mirabella Financial Services’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,571
| Closed | -$329K | – | 527 |
|
|
2023
Q1 | $329K | Sell |
1,571
-7,441
| -83% | -$1.56M | 0.05% | 262 |
|
|
2022
Q4 | $1.91M | Buy |
+9,012
| New | +$1.91M | 0.17% | 97 |
|
|
2022
Q3 | – | Sell |
-8,213
| Closed | -$2.15M | – | 402 |
|
|
2022
Q2 | $2.15M | Buy |
8,213
+5,124
| +166% | +$1.34M | 0.21% | 111 |
|
|
2022
Q1 | $1.07M | Buy |
3,089
+2,336
| +310% | +$807K | 0.12% | 153 |
|
|
2021
Q4 | $265K | Buy |
753
+60
| +9% | +$21.1K | 0.03% | 308 |
|
|
2021
Q3 | $222K | Buy |
+693
| New | +$222K | 0.03% | 389 |
|
|
2021
Q2 | – | Sell |
-1,005
| Closed | -$274K | – | 324 |
|
|
2021
Q1 | $274K | Buy |
+1,005
| New | +$274K | 0.09% | 182 |
|
|
2020
Q4 | – | Sell |
-5,220
| Closed | -$1.05M | – | 361 |
|
|
2020
Q3 | $1.05M | Sell |
5,220
-5,480
| -51% | -$1.1M | 0.14% | 81 |
|
|
2020
Q2 | $2.45M | Buy |
+10,700
| New | +$2.45M | 0.59% | 33 |
|