Principal Securities’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 | $181K | Buy |
637
+146
| +30% | +$41.4K | ﹤0.01% | 1272 |
|
|
2025
Q1 | $140K | Hold |
491
| – | – | ﹤0.01% | 1282 |
|
|
2024
Q4 | $140K | Buy |
491
+17
| +4% | +$4.85K | ﹤0.01% | 1279 |
|
|
2024
Q3 | $140K | Sell |
474
-17
| -3% | -$5.02K | ﹤0.01% | 1241 |
|
|
2024
Q2 | $134K | Sell |
491
-81
| -14% | -$22K | ﹤0.01% | 1207 |
|
|
2024
Q1 | $140K | Buy |
572
+32
| +6% | +$7.83K | ﹤0.01% | 1157 |
|
|
2023
Q4 | $134K | Buy |
+540
| New | +$134K | 0.01% | 1089 |
|