Parcion Private Wealth’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $392K | Buy |
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|
2025
Q2 | $381K | Hold |
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|
2025
Q1 | $412K | Hold |
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|
2024
Q4 | $383K | Hold |
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|
2024
Q3 | $397K | Hold |
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|
2024
Q2 | $366K | Hold |
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|
2024
Q1 | $329K | Hold |
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|
2023
Q4 | $333K | Hold |
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|
2023
Q3 | $285K | Hold |
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|
2023
Q2 | $315K | Hold |
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|
2023
Q1 | $281K | Hold |
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|
2022
Q4 | $285K | Hold |
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|
2022
Q3 | $325K | Hold |
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|
2022
Q2 | $368K | Sell |
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|
2022
Q1 | $464K | Buy |
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|
2021
Q4 | $471K | Sell |
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|
2021
Q3 | $463K | Buy |
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|
2021
Q2 | $409K | Hold |
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|
2021
Q1 | $370K | Hold |
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|
2020
Q4 | $323K | Hold |
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|
2020
Q3 | $289K | Hold |
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|
2020
Q2 | $320K | Hold |
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|
2020
Q1 | $300K | Buy |
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|
2019
Q4 | $402K | Buy |
|