SOA Wealth Advisors’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7K | Sell |
41
-6
| -13% | -$1.71K | ﹤0.01% | 580 |
|
|
2025
Q1 | $14.4K | Hold |
47
| – | – | ﹤0.01% | 519 |
|
|
2024
Q4 | $13.3K | Buy |
47
+1
| +2% | +$283 | ﹤0.01% | 516 |
|
|
2024
Q3 | $13.7K | Hold |
46
| – | – | ﹤0.01% | 499 |
|
|
2024
Q2 | $12.5K | Hold |
46
| – | – | ﹤0.01% | 508 |
|
|
2024
Q1 | $11.4K | Hold |
46
| – | – | ﹤0.01% | 519 |
|
|
2023
Q4 | $11.4K | Hold |
46
| – | – | ﹤0.01% | 510 |
|
|
2023
Q3 | $9.69K | Buy |
46
+1
| +2% | +$211 | ﹤0.01% | 526 |
|
|
2023
Q2 | $10.6K | Hold |
45
| – | – | ﹤0.01% | 523 |
|
|
2023
Q1 | $9.39K | Hold |
45
| – | – | ﹤0.01% | 532 |
|
|
2022
Q4 | $9.44K | Sell |
45
-2
| -4% | -$420 | ﹤0.01% | 529 |
|
|
2022
Q3 | $11K | Hold |
47
| – | – | ﹤0.01% | 493 |
|
|
2022
Q2 | $12K | Sell |
47
-193
| -80% | -$49.3K | ﹤0.01% | 466 |
|
|
2022
Q1 | $83K | Hold |
240
| – | – | 0.02% | 250 |
|
|
2021
Q4 | $84K | Hold |
240
| – | – | 0.02% | 239 |
|
|
2021
Q3 | $76K | Sell |
240
-1
| -0.4% | -$317 | 0.02% | 255 |
|
|
2021
Q2 | $72K | Buy |
241
+131
| +119% | +$39.1K | 0.02% | 267 |
|
|
2021
Q1 | $30K | Buy |
110
+47
| +75% | +$12.8K | 0.01% | 329 |
|
|
2020
Q4 | $17K | Buy |
+63
| New | +$17K | ﹤0.01% | 431 |
|