Prestige Wealth Management 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
Q2 | $858 | Sell |
3
-973
| -100% | -$278K | ﹤0.01% | 868 |
|
|
2025
Q1 | $302K | Buy |
976
+973
| +32,433% | +$301K | 0.06% | 137 |
|
|
2024
Q4 | $857 | Hold |
3
| – | – | ﹤0.01% | 902 |
|
|
2024
Q3 | $894 | Hold |
3
| – | – | ﹤0.01% | 890 |
|
|
2024
Q2 | $824 | Hold |
3
| – | – | ﹤0.01% | 852 |
|
|
2024
Q1 | $742 | Hold |
3
| – | – | ﹤0.01% | 903 |
|
|
2023
Q4 | $751 | Hold |
3
| – | – | ﹤0.01% | 887 |
|
|
2023
Q3 | $644 | Hold |
3
| – | – | ﹤0.01% | 928 |
|
|
2023
Q2 | $710 | Hold |
3
| – | – | ﹤0.01% | 940 |
|
|
2023
Q1 | $635 | Hold |
3
| – | – | ﹤0.01% | 941 |
|
|
2022
Q4 | $642 | Hold |
3
| – | – | ﹤0.01% | 1026 |
|
|
2022
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 834 |
|
|
2022
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 843 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 865 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 890 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 879 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 869 |
|
|
2021
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 865 |
|
|
2020
Q4 | $1K | Sell |
3
-26
| -90% | -$8.67K | ﹤0.01% | 833 |
|
|
2020
Q3 | $6K | Sell |
29
-5
| -15% | -$1.03K | ﹤0.01% | 513 |
|
|
2020
Q2 | $8K | Sell |
34
-5
| -13% | -$1.18K | ﹤0.01% | 454 |
|
|
2020
Q1 | $9K | Buy |
+39
| New | +$9K | ﹤0.01% | 395 |
|
|
2019
Q1 | – | Sell |
-5
| Closed | -$1K | – | 704 |
|
|
2018
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1008 |
|