Pacific Center for Financial Services’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 | $54.4K | Sell |
192
-26
| -12% | -$7.37K | 0.01% | 183 |
|
|
2025
Q1 | $66.8K | Buy |
218
+1
| +0.5% | +$307 | 0.02% | 167 |
|
|
2024
Q4 | $62K | Buy |
217
+1
| +0.5% | +$286 | 0.02% | 172 |
|
|
2024
Q3 | $63.9K | Sell |
216
-18
| -8% | -$5.32K | 0.02% | 168 |
|
|
2024
Q2 | $63.8K | Buy |
234
+87
| +59% | +$23.7K | 0.02% | 163 |
|
|
2024
Q1 | $36K | Buy |
147
+1
| +0.7% | +$245 | 0.01% | 206 |
|
|
2023
Q4 | $36.3K | Buy |
146
+1
| +0.7% | +$248 | 0.01% | 189 |
|
|
2023
Q3 | $30.8K | Buy |
145
+1
| +0.7% | +$212 | 0.01% | 204 |
|
|
2023
Q2 | $33.8K | Buy |
144
+1
| +0.7% | +$235 | 0.01% | 188 |
|
|
2023
Q1 | $30K | Buy |
+143
| New | +$30K | 0.01% | 200 |
|
|
2022
Q3 | $34K | Hold |
141
| – | – | 0.01% | 190 |
|
|
2022
Q2 | $37K | Buy |
141
+1
| +0.7% | +$262 | 0.02% | 176 |
|
|
2022
Q1 | $48K | Buy |
140
+1
| +0.7% | +$343 | 0.02% | 165 |
|
|
2021
Q4 | $49K | Hold |
139
| – | – | 0.02% | 166 |
|
|
2021
Q3 | $44K | Buy |
139
+13
| +10% | +$4.12K | 0.02% | 165 |
|
|
2021
Q2 | $38K | Buy |
126
+24
| +24% | +$7.24K | 0.02% | 174 |
|
|
2021
Q1 | $28K | Buy |
102
+9
| +10% | +$2.47K | 0.01% | 192 |
|
|
2020
Q4 | $22K | Buy |
93
+1
| +1% | +$237 | 0.01% | 198 |
|
|
2020
Q3 | $19K | Hold |
92
| – | – | 0.01% | 182 |
|
|
2020
Q2 | $21K | Buy |
92
+1
| +1% | +$228 | 0.01% | 165 |
|
|
2020
Q1 | $20K | Hold |
91
| – | – | 0.01% | 153 |
|
|
2019
Q4 | $27K | Hold |
91
| – | – | 0.01% | 161 |
|
|
2019
Q3 | $30K | Hold |
91
| – | – | 0.01% | 149 |
|
|
2019
Q2 | $26K | Buy |
91
+1
| +1% | +$286 | 0.01% | 156 |
|
|
2019
Q1 | $26K | Hold |
90
| – | – | 0.01% | 146 |
|
|
2018
Q4 | $22K | Hold |
90
| – | – | 0.01% | 154 |
|
|
2018
Q3 | $22K | Buy |
90
+1
| +1% | +$244 | 0.01% | 162 |
|
|
2018
Q2 | $21K | Buy |
+89
| New | +$21K | 0.01% | 153 |
|