Roman Butler Fullerton & Co’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 | $259K | Sell |
902
-39
| -4% | -$11.2K | 0.08% | 210 |
|
|
2025
Q1 | $257K | Hold |
941
| – | – | 0.1% | 185 |
|
|
2024
Q4 | $266K | Sell |
941
-41
| -4% | -$11.6K | 0.08% | 194 |
|
|
2024
Q3 | $287K | Hold |
982
| – | – | 0.09% | 201 |
|
|
2024
Q2 | $271K | Sell |
982
-240
| -20% | -$66.3K | 0.09% | 186 |
|
|
2024
Q1 | $293K | Hold |
1,222
| – | – | 0.11% | 170 |
|
|
2023
Q4 | $289K | Hold |
1,222
| – | – | 0.11% | 171 |
|
|
2023
Q3 | $268K | Hold |
1,222
| – | – | 0.13% | 160 |
|
|
2023
Q2 | $297K | Buy |
+1,222
| New | +$297K | 0.14% | 155 |
|