Naviter Wealth’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 | $1.4M | Buy |
4,888
+399
| +9% | +$114K | 0.17% | 141 |
|
|
2025
Q1 | $1.37M | Buy |
4,489
+107
| +2% | +$32.7K | 0.17% | 150 |
|
|
2024
Q4 | $1.25M | Buy |
4,382
+326
| +8% | +$93.1K | 0.15% | 156 |
|
|
2024
Q3 | $1.21M | Sell |
4,056
-237
| -6% | -$70.6K | 0.17% | 150 |
|
|
2024
Q2 | $1.18M | Buy |
4,293
+139
| +3% | +$38.2K | 0.18% | 143 |
|
|
2024
Q1 | $1.03M | Buy |
4,154
+452
| +12% | +$112K | 0.17% | 155 |
|
|
2023
Q4 | $926K | Buy |
3,702
+136
| +4% | +$34K | 0.19% | 140 |
|
|
2023
Q3 | $765K | Buy |
3,566
+286
| +9% | +$61.3K | 0.18% | 134 |
|
|
2023
Q2 | $776K | Buy |
3,280
+431
| +15% | +$102K | 0.2% | 131 |
|
|
2023
Q1 | $602K | Buy |
2,849
+475
| +20% | +$100K | 0.21% | 135 |
|
|
2022
Q4 | $519K | Buy |
2,374
+481
| +25% | +$105K | 0.14% | 147 |
|
|
2022
Q3 | $463K | Buy |
1,893
+344
| +22% | +$84.1K | 0.19% | 131 |
|
|
2022
Q2 | $408K | Sell |
1,549
-61
| -4% | -$16.1K | 0.17% | 138 |
|
|
2022
Q1 | $560K | Sell |
1,610
-89
| -5% | -$31K | 0.19% | 69 |
|
|
2021
Q4 | $602K | Buy |
+1,699
| New | +$602K | 0.18% | 71 |
|