Plante Moran Financial Advisors’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 | $14.2K | Hold |
50
| – | – | ﹤0.01% | 518 |
|
|
2025
Q1 | $15.3K | Hold |
50
| – | – | ﹤0.01% | 515 |
|
|
2024
Q4 | $14.3K | Hold |
50
| – | – | ﹤0.01% | 529 |
|
|
2024
Q3 | $14.8K | Hold |
50
| – | – | ﹤0.01% | 568 |
|
|
2024
Q2 | $13.6K | Hold |
50
| – | – | ﹤0.01% | 531 |
|
|
2024
Q1 | $12.2K | Hold |
50
| – | – | ﹤0.01% | 576 |
|
|
2023
Q4 | $12.4K | Hold |
50
| – | – | ﹤0.01% | 527 |
|
|
2023
Q3 | $10.6K | Buy |
+50
| New | +$10.6K | ﹤0.01% | 528 |
|
|
2018
Q2 | – | Sell |
-7
| Closed | -$2K | – | 858 |
|
|
2018
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 829 |
|
|
2017
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 786 |
|
|
2017
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 723 |
|
|
2017
Q2 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 743 |
|