Naviter Wealth’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 | $1.36M | Buy |
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|
2025
Q2 | $1.4M | Buy |
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|
2025
Q1 | $1.37M | Buy |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $1.21M | Sell |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $926K | Buy |
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|
2023
Q3 | $765K | Buy |
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|
2023
Q2 | $776K | Buy |
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|
2023
Q1 | $602K | Buy |
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|
2022
Q4 | $519K | Buy |
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|
2022
Q3 | $463K | Buy |
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|
2022
Q2 | $408K | Sell |
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|
2022
Q1 | $560K | Sell |
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|
2021
Q4 | $602K | Buy |
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