ORG Wealth Partners’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	$252K	Sell	885 -1,152	-57%	-$328K	0.06%	165
2025 Q1	$622K	Buy	2,037 +61	+3%	+$18.6K	0.19%	95
2024 Q4	$564K	Sell	1,976 -74	-4%	-$21.1K	0.17%	57
2024 Q3	$606K	Buy	+2,050	New	+$606K	0.2%	57