OneDigital Investment 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 | $969K | Buy |
+3,418
| New | +$969K | 0.01% | 649 |
|
|
2019
Q3 | – | Sell |
-95
| Closed | -$28K | – | 700 |
|
|
2019
Q2 | $28K | Hold |
95
| – | – | ﹤0.01% | 704 |
|
|
2019
Q1 | $27K | Hold |
95
| – | – | ﹤0.01% | 642 |
|
|
2018
Q4 | $23K | Hold |
95
| – | – | ﹤0.01% | 654 |
|
|
2018
Q3 | $23K | Hold |
95
| – | – | 0.01% | 620 |
|
|
2018
Q2 | $23K | Hold |
95
| – | – | ﹤0.01% | 760 |
|
|
2018
Q1 | $23K | Buy |
+95
| New | +$23K | 0.01% | 767 |
|