RWM
Revisor Wealth Management’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Buy |
1,445
+61
| +4% | +$17.7K | 0.15% | 159 |
|
|
2025
Q1 | $428K | Buy |
1,384
+568
| +70% | +$176K | 0.19% | 134 |
|
|
2024
Q4 | $233K | Sell |
816
-283
| -26% | -$80.9K | 0.22% | 102 |
|
|
2024
Q3 | $325K | Sell |
1,099
-65
| -6% | -$19.2K | 0.2% | 114 |
|
|
2024
Q2 | $317K | Sell |
1,164
-1,104
| -49% | -$301K | 0.22% | 108 |
|
|
2024
Q1 | $559K | Buy |
2,268
+1,235
| +120% | +$304K | 0.25% | 106 |
|
|
2023
Q4 | $256K | Sell |
1,033
-212
| -17% | -$52.6K | 0.29% | 96 |
|
|
2023
Q3 | $264K | Buy |
1,245
+211
| +20% | +$44.8K | 0.22% | 125 |
|
|
2023
Q2 | $242K | Sell |
1,034
-24
| -2% | -$5.62K | 0.22% | 141 |
|
|
2023
Q1 | $221K | Buy |
+1,058
| New | +$221K | 0.2% | 146 |
|