Sequoia Financial 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	$569K	Buy	2,009 +1,231	+158%	+$349K	﹤0.01%	928
2025 Q1	$239K	Buy	778 +46	+6%	+$14.1K	﹤0.01%	1173
2024 Q4	$209K	Buy	+732	New	+$209K	﹤0.01%	1195
2024 Q1	–	Sell	-1,154	Closed	-$286K	–	1186
2023 Q4	$286K	Buy	+1,154	New	+$286K	﹤0.01%	949