Orion Portfolio Solutions’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-841
| Closed | -$206K | – | 1735 |
|
|
2024
Q1 | $206K | Sell |
841
-162
| -16% | -$39.7K | ﹤0.01% | 1612 |
|
|
2023
Q4 | $249K | Sell |
1,003
-90
| -8% | -$22.4K | ﹤0.01% | 1487 |
|
|
2023
Q3 | $232K | Sell |
1,093
-81
| -7% | -$17.2K | ﹤0.01% | 1493 |
|
|
2023
Q2 | $275K | Buy |
1,174
+91
| +8% | +$21.3K | ﹤0.01% | 1437 |
|
|
2023
Q1 | $226K | Buy |
+1,083
| New | +$226K | ﹤0.01% | 1459 |
|
|
2020
Q3 | – | Sell |
-44
| Closed | -$10K | – | 908 |
|
|
2020
Q2 | $10K | Sell |
44
-2
| -4% | -$455 | ﹤0.01% | 1208 |
|
|
2020
Q1 | $10K | Buy |
46
+19
| +70% | +$4.13K | ﹤0.01% | 1061 |
|
|
2019
Q4 | $8K | Buy |
+27
| New | +$8K | ﹤0.01% | 1082 |
|