Mutual Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $206K | Sell |
|
|||||
|
2025
Q2 | $227K | Sell |
|
|||||
|
2025
Q1 | $222K | Buy |
|
|||||
|
2024
Q4 | $225K | Sell |
|
|||||
|
2024
Q3 | $241K | Sell |
|
|||||
|
2024
Q2 | $229K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $230K | Sell |
|
|||||
|
2023
Q3 | $201K | Sell |
|
|||||
|
2023
Q2 | $459K | Buy |
|
|||||
|
2023
Q1 | $308K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $218K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $248K | Hold |
|
|||||
|
2021
Q4 | $253K | Hold |
|
|||||
|
2021
Q3 | $230K | Sell |
|
|||||
|
2021
Q2 | $237K | Sell |
|
|||||
|
2021
Q1 | $216K | Buy |
|