NewEdge 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 | $230K | Buy |
896
+110
| +14% | +$28.3K | ﹤0.01% | 898 |
|
|
2025
Q1 | $241K | Sell |
786
-153
| -16% | -$46.9K | ﹤0.01% | 832 |
|
|
2024
Q4 | $268K | Sell |
939
-45
| -5% | -$12.8K | ﹤0.01% | 796 |
|
|
2024
Q3 | $291K | Buy |
984
+7
| +0.7% | +$2.07K | 0.01% | 734 |
|
|
2024
Q2 | $266K | Sell |
977
-65
| -6% | -$17.7K | 0.01% | 661 |
|
|
2024
Q1 | $260K | Sell |
1,042
-20
| -2% | -$5K | 0.01% | 693 |
|
|
2023
Q4 | $263K | Buy |
1,062
+33
| +3% | +$8.18K | 0.01% | 650 |
|
|
2023
Q3 | $218K | Sell |
1,029
-10
| -1% | -$2.12K | 0.01% | 602 |
|
|
2023
Q2 | $243K | Sell |
1,039
-8
| -0.8% | -$1.87K | 0.01% | 572 |
|
|
2023
Q1 | $219K | Buy |
1,047
+43
| +4% | +$8.99K | 0.01% | 568 |
|
|
2022
Q4 | $213K | Buy |
1,004
+3
| +0.3% | +$636 | 0.01% | 510 |
|
|
2022
Q3 | $242K | Buy |
1,001
+188
| +23% | +$45.5K | 0.01% | 465 |
|
|
2022
Q2 | $213K | Buy |
+813
| New | +$213K | 0.01% | 519 |
|