SOA Wealth Advisors’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.2K | Buy |
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|
2025
Q2 | $11.7K | Sell |
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|
2025
Q1 | $14.4K | Hold |
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|
2024
Q4 | $13.3K | Buy |
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|
2024
Q3 | $13.7K | Hold |
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|
2024
Q2 | $12.5K | Hold |
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|
2024
Q1 | $11.4K | Hold |
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|
2023
Q4 | $11.4K | Hold |
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|
2023
Q3 | $9.69K | Buy |
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|
2023
Q2 | $10.6K | Hold |
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|
2023
Q1 | $9.39K | Hold |
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|
2022
Q4 | $9.44K | Sell |
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|
2022
Q3 | $11K | Hold |
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|
2022
Q2 | $12K | Sell |
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|
2022
Q1 | $83K | Hold |
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|
2021
Q4 | $84K | Hold |
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|
2021
Q3 | $76K | Sell |
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|
2021
Q2 | $72K | Buy |
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|
2021
Q1 | $30K | Buy |
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|
2020
Q4 | $17K | Buy |
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