SCM
Schnieders Capital Management’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
757
-12
| -2% | -$3.4K | 0.04% | 213 |
|
|
2025
Q1 | $236K | Hold |
769
| – | – | 0.05% | 181 |
|
|
2024
Q4 | $220K | Hold |
769
| – | – | 0.04% | 189 |
|
|
2024
Q3 | $227K | Buy |
769
+12
| +2% | +$3.55K | 0.04% | 190 |
|
|
2024
Q2 | $206K | Buy |
+757
| New | +$206K | 0.04% | 191 |
|
|
2022
Q2 | – | Sell |
-719
| Closed | -$248K | – | 184 |
|
|
2022
Q1 | $248K | Hold |
719
| – | – | 0.06% | 177 |
|
|
2021
Q4 | $253K | Hold |
719
| – | – | 0.06% | 174 |
|
|
2021
Q3 | $230K | Hold |
719
| – | – | 0.06% | 173 |
|
|
2021
Q2 | $216K | Buy |
+719
| New | +$216K | 0.06% | 175 |
|
|
2021
Q1 | – | Sell |
-919
| Closed | -$218K | – | 180 |
|
|
2020
Q4 | $218K | Buy |
+919
| New | +$218K | 0.07% | 157 |
|
|
2020
Q1 | – | Sell |
-726
| Closed | -$218K | – | 158 |
|
|
2019
Q4 | $218K | Hold |
726
| – | – | 0.08% | 167 |
|
|
2019
Q3 | $237K | Hold |
726
| – | – | 0.1% | 143 |
|
|
2019
Q2 | $212K | Buy |
+726
| New | +$212K | 0.08% | 153 |
|