NewEdge 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 | $2.83K | Sell |
10
-7
| -41% | -$1.98K | ﹤0.01% | 3550 |
|
|
2025
Q1 | $5.33K | Hold |
17
| – | – | ﹤0.01% | 3283 |
|
|
2024
Q4 | $4.95K | Hold |
17
| – | – | ﹤0.01% | 3240 |
|
|
2024
Q3 | $5.1K | Hold |
17
| – | – | ﹤0.01% | 3165 |
|
|
2024
Q2 | $4.69K | Sell |
17
-2
| -11% | -$551 | ﹤0.01% | 3115 |
|
|
2024
Q1 | $4.69K | Hold |
19
| – | – | ﹤0.01% | 3156 |
|
|
2023
Q4 | $4.73K | Buy |
19
+2
| +12% | +$498 | ﹤0.01% | 3139 |
|
|
2023
Q3 | $3.61K | Buy |
17
+7
| +70% | +$1.49K | ﹤0.01% | 2899 |
|
|
2023
Q2 | $2.34K | Sell |
10
-23
| -70% | -$5.39K | ﹤0.01% | 3044 |
|
|
2023
Q1 | $6.9K | Sell |
33
-8
| -20% | -$1.67K | ﹤0.01% | 2681 |
|
|
2022
Q4 | $1.7K | Buy |
+41
| New | +$1.7K | ﹤0.01% | 2886 |
|
|
2020
Q3 | – | Sell |
-1,695
| Closed | -$389K | – | 938 |
|
|
2020
Q2 | $389K | Sell |
1,695
-16
| -0.9% | -$3.67K | 0.02% | 605 |
|
|
2020
Q1 | $377K | Sell |
1,711
-140
| -8% | -$30.8K | 0.02% | 533 |
|
|
2019
Q4 | $556K | Buy |
1,851
+23
| +1% | +$6.91K | 0.02% | 488 |
|
|
2019
Q3 | $598K | Buy |
1,828
+325
| +22% | +$106K | 0.03% | 447 |
|
|
2019
Q2 | $439K | Sell |
1,503
-18
| -1% | -$5.26K | 0.03% | 432 |
|
|
2019
Q1 | $440K | Sell |
1,521
-272
| -15% | -$78.7K | 0.03% | 427 |
|
|
2018
Q4 | $440 | Buy |
1,793
+72
| +4% | +$18 | 0.03% | 401 |
|
|
2018
Q3 | $424K | Buy |
1,721
+54
| +3% | +$13.3K | 0.03% | 403 |
|
|
2018
Q2 | $394 | Sell |
1,667
-20
| -1% | -$5 | 0.04% | 349 |
|
|
2018
Q1 | $400K | Buy |
1,687
+263
| +18% | +$62.4K | 0.05% | 303 |
|
|
2017
Q4 | $339K | Buy |
1,424
+169
| +13% | +$40.2K | 0.05% | 293 |
|
|
2017
Q3 | $324K | Sell |
1,255
-62
| -5% | -$16K | 0.05% | 268 |
|
|
2017
Q2 | $333K | Buy |
+1,317
| New | +$333K | 0.06% | 243 |
|