Nicola Wealth Management’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,000
| Closed | -$1.86M | – | 109 |
|
|
2024
Q2 | $1.86M | Buy |
5,000
+700
| +16% | +$261K | 0.17% | 87 |
|
|
2024
Q1 | $1.43M | Buy |
+4,300
| New | +$1.43M | 0.14% | 100 |
|
|
2022
Q4 | – | Sell |
-5,900
| Closed | -$1.43M | – | 120 |
|
|
2022
Q3 | $1.43M | Sell |
5,900
-200
| -3% | -$48.4K | 0.16% | 99 |
|
|
2022
Q2 | $1.6M | Buy |
+6,100
| New | +$1.6M | 0.15% | 103 |
|