RSWM
Robertson Stephens 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 | $220K | Buy |
770
+3
| +0.4% | +$858 | 0.01% | 514 |
|
|
2025
Q1 | $237K | Buy |
767
+6
| +0.8% | +$1.86K | 0.01% | 491 |
|
|
2024
Q4 | $217K | Buy |
761
+3
| +0.4% | +$856 | 0.01% | 530 |
|
|
2024
Q3 | $226K | Sell |
758
-6
| -0.8% | -$1.79K | 0.01% | 578 |
|
|
2024
Q2 | $210K | Buy |
+764
| New | +$210K | 0.01% | 471 |
|
|
2023
Q3 | – | Sell |
-847
| Closed | -$200K | – | 453 |
|
|
2023
Q2 | $200K | Buy |
+847
| New | +$200K | 0.01% | 406 |
|
|
2022
Q4 | – | Sell |
-887
| Closed | -$216K | – | 408 |
|
|
2022
Q3 | $216K | Sell |
887
-9
| -1% | -$2.19K | 0.02% | 328 |
|
|
2022
Q2 | $236K | Sell |
896
-74
| -8% | -$19.5K | 0.02% | 327 |
|
|
2022
Q1 | $337K | Buy |
970
+4
| +0.4% | +$1.39K | 0.03% | 292 |
|
|
2021
Q4 | $342K | Buy |
+966
| New | +$342K | 0.03% | 302 |
|