Mutual Advisors’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Sell |
792
-13
| -2% | -$3.73K | 0.01% | 1084 |
|
|
2025
Q1 | $222K | Buy |
805
+11
| +1% | +$3.03K | 0.01% | 997 |
|
|
2024
Q4 | $225K | Sell |
794
-4
| -0.5% | -$1.14K | 0.01% | 982 |
|
|
2024
Q3 | $241K | Sell |
798
-4
| -0.5% | -$1.21K | 0.01% | 984 |
|
|
2024
Q2 | $229K | Buy |
+802
| New | +$229K | 0.01% | 987 |
|
|
2024
Q1 | – | Sell |
-929
| Closed | -$230K | – | 1094 |
|
|
2023
Q4 | $230K | Sell |
929
-19
| -2% | -$4.71K | 0.01% | 913 |
|
|
2023
Q3 | $201K | Sell |
948
-1,011
| -52% | -$214K | 0.01% | 922 |
|
|
2023
Q2 | $459K | Buy |
1,959
+484
| +33% | +$113K | 0.02% | 660 |
|
|
2023
Q1 | $308K | Buy |
+1,475
| New | +$308K | 0.01% | 769 |
|
|
2022
Q4 | – | Sell |
-901
| Closed | -$218K | – | 925 |
|
|
2022
Q3 | $218K | Buy |
+901
| New | +$218K | 0.01% | 803 |
|
|
2022
Q2 | – | Sell |
-719
| Closed | -$248K | – | 841 |
|
|
2022
Q1 | $248K | Hold |
719
| – | – | 0.01% | 763 |
|
|
2021
Q4 | $253K | Hold |
719
| – | – | 0.01% | 783 |
|
|
2021
Q3 | $230K | Sell |
719
-70
| -9% | -$22.4K | 0.01% | 782 |
|
|
2021
Q2 | $237K | Sell |
789
-4
| -0.5% | -$1.2K | 0.01% | 744 |
|
|
2021
Q1 | $216K | Buy |
+793
| New | +$216K | 0.01% | 712 |
|