Pinnacle Wealth Management Advisory Group’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
Q1
Sell
-872
Closed -$249K 368
2024
Q4
$249K Sell
872
-1
-0.1% -$285 0.02% 311
2024
Q3
$258K Sell
873
-4
-0.5% -$1.18K 0.02% 302
2024
Q2
$239K Buy
+877
New +$239K 0.02% 309