SlateStone Wealth’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 | $652K | Sell |
2,300
-10
| -0.4% | -$2.84K | 0.06% | 190 |
|
|
2025
Q1 | $708K | Sell |
2,310
-35
| -1% | -$10.7K | 0.07% | 172 |
|
|
2024
Q4 | $669K | Buy |
2,345
+85
| +4% | +$24.2K | 0.07% | 185 |
|
|
2024
Q3 | $668K | Hold |
2,260
| – | – | 0.06% | 188 |
|
|
2024
Q2 | $615K | Buy |
2,260
+84
| +4% | +$22.9K | 0.07% | 187 |
|
|
2024
Q1 | $533K | Buy |
+2,176
| New | +$533K | 0.05% | 196 |
|