PSI 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 | – | Sell |
-136
| Closed | -$41.7K | – | 272 |
|
2025
Q1 | $41.7K | Sell |
136
-23
| -14% | -$7.05K | 0.01% | 261 |
|
2024
Q4 | $45.3K | Hold |
159
| – | – | 0.01% | 288 |
|
2024
Q3 | $46.8K | Hold |
159
| – | – | 0.01% | 282 |
|
2024
Q2 | $43.2K | Hold |
159
| – | – | 0.01% | 275 |
|
2024
Q1 | $38.8K | Hold |
159
| – | – | 0.01% | 290 |
|
2023
Q4 | $39.3K | Hold |
159
| – | – | 0.01% | 301 |
|
2023
Q3 | $33.6K | Sell |
159
-6
| -4% | -$1.27K | 0.01% | 299 |
|
2023
Q2 | $38.6K | Buy |
165
+142
| +617% | +$33.2K | 0.02% | 279 |
|
2023
Q1 | $4.72K | Hold |
23
| – | – | ﹤0.01% | 540 |
|
2022
Q4 | $4.78K | Hold |
23
| – | – | ﹤0.01% | 519 |
|
2022
Q3 | $5K | Hold |
23
| – | – | ﹤0.01% | 516 |
|
2022
Q2 | $6K | Hold |
23
| – | – | ﹤0.01% | 542 |
|
2022
Q1 | $8K | Hold |
23
| – | – | ﹤0.01% | 499 |
|
2021
Q4 | $8K | Hold |
23
| – | – | ﹤0.01% | 532 |
|
2021
Q3 | $7K | Buy |
+23
| New | +$7K | ﹤0.01% | 533 |
|
2020
Q1 | – | Sell |
-21
| Closed | -$6K | – | 253 |
|
2019
Q4 | $6K | Buy |
+21
| New | +$6K | ﹤0.01% | 522 |
|