Parcion Private Wealth’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 | $381K | Hold |
1,343
| – | – | 0.03% | 206 |
|
|
2025
Q1 | $412K | Hold |
1,343
| – | – | 0.03% | 184 |
|
|
2024
Q4 | $383K | Hold |
1,343
| – | – | 0.03% | 174 |
|
|
2024
Q3 | $397K | Hold |
1,343
| – | – | 0.03% | 174 |
|
|
2024
Q2 | $366K | Hold |
1,343
| – | – | 0.03% | 153 |
|
|
2024
Q1 | $329K | Hold |
1,343
| – | – | 0.03% | 160 |
|
|
2023
Q4 | $333K | Hold |
1,343
| – | – | 0.03% | 159 |
|
|
2023
Q3 | $285K | Hold |
1,343
| – | – | 0.03% | 160 |
|
|
2023
Q2 | $315K | Hold |
1,343
| – | – | 0.03% | 154 |
|
|
2023
Q1 | $281K | Hold |
1,343
| – | – | 0.03% | 167 |
|
|
2022
Q4 | $285K | Hold |
1,343
| – | – | 0.03% | 166 |
|
|
2022
Q3 | $325K | Hold |
1,343
| – | – | 0.04% | 166 |
|
|
2022
Q2 | $368K | Sell |
1,343
-94
| -7% | -$25.8K | 0.04% | 173 |
|
|
2022
Q1 | $464K | Buy |
1,437
+71
| +5% | +$22.9K | 0.04% | 144 |
|
|
2021
Q4 | $471K | Sell |
1,366
-23
| -2% | -$7.93K | 0.04% | 138 |
|
|
2021
Q3 | $463K | Buy |
1,389
+27
| +2% | +$9K | 0.04% | 146 |
|
|
2021
Q2 | $409K | Hold |
1,362
| – | – | 0.04% | 146 |
|
|
2021
Q1 | $370K | Hold |
1,362
| – | – | 0.04% | 152 |
|
|
2020
Q4 | $323K | Hold |
1,362
| – | – | 0.04% | 154 |
|
|
2020
Q3 | $289K | Hold |
1,362
| – | – | 0.04% | 152 |
|
|
2020
Q2 | $320K | Hold |
1,362
| – | – | 0.05% | 148 |
|
|
2020
Q1 | $300K | Buy |
1,362
+27
| +2% | +$5.95K | 0.08% | 137 |
|
|
2019
Q4 | $402K | Buy |
+1,335
| New | +$402K | 0.09% | 132 |
|