One Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-96
| Closed | -$20.3K | – | 328 |
|
|
2022
Q4 | $20.3K | Buy |
+96
| New | +$20.3K | ﹤0.01% | 528 |
|
|
2021
Q4 | – | Sell |
-1,131
| Closed | -$362K | – | 205 |
|
|
2021
Q3 | $362K | Sell |
1,131
-523
| -32% | -$167K | 0.11% | 122 |
|
|
2021
Q2 | $496K | Buy |
1,654
+46
| +3% | +$13.8K | 0.16% | 80 |
|
|
2021
Q1 | $437K | Buy |
1,608
+179
| +13% | +$48.6K | 0.17% | 76 |
|
|
2020
Q4 | $339K | Buy |
+1,429
| New | +$339K | 0.18% | 74 |
|
|
2019
Q2 | – | Sell |
-7
| Closed | -$2K | – | 230 |
|
|
2019
Q1 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 480 |
|