Principia Wealth Advisory’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
$149K Buy
525
+5
+1% +$1.42K 0.13% 74
2025
Q1
$141K Buy
520
+5
+1% +$1.36K 0.14% 57
2024
Q4
$147K Buy
+515
New +$147K 0.14% 55