Sigma Planning Corp’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 | $1.16M | Buy |
4,080
+27
| +0.7% | +$7.65K | 0.03% | 454 |
|
2025
Q1 | $1.24M | Buy |
4,053
+65
| +2% | +$19.9K | 0.04% | 414 |
|
2024
Q4 | $1.14M | Buy |
3,988
+1,145
| +40% | +$327K | 0.04% | 450 |
|
2024
Q3 | $840K | Sell |
2,843
-41
| -1% | -$12.1K | 0.03% | 557 |
|
2024
Q2 | $785K | Buy |
2,884
+1
| +0% | +$272 | 0.02% | 552 |
|
2024
Q1 | $706K | Buy |
2,883
+1,737
| +152% | +$425K | 0.02% | 622 |
|
2023
Q4 | $284K | Sell |
1,146
-1,649
| -59% | -$409K | 0.02% | 642 |
|
2023
Q3 | $593K | Sell |
2,795
-14
| -0.5% | -$2.97K | 0.02% | 637 |
|
2023
Q2 | $658K | Buy |
2,809
+9
| +0.3% | +$2.11K | 0.02% | 624 |
|
2023
Q1 | $586K | Buy |
2,800
+1,684
| +151% | +$352K | 0.02% | 736 |
|
2022
Q4 | $237K | Buy |
+1,116
| New | +$237K | 0.01% | 1071 |
|