SFSG
Sound Financial Strategies Group’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Buy |
2,578
+92
| +4% | +$26.1K | 0.62% | 61 |
|
|
2025
Q1 | $762K | Sell |
2,486
-583
| -19% | -$179K | 0.68% | 39 |
|
|
2024
Q4 | $876K | Buy |
3,069
+379
| +14% | +$108K | 0.73% | 26 |
|
|
2024
Q3 | $795K | Sell |
2,690
-220
| -8% | -$65K | 0.64% | 40 |
|
|
2024
Q2 | $792K | Buy |
+2,910
| New | +$792K | 0.69% | 15 |
|
|
2022
Q2 | – | Sell |
-4,637
| Closed | -$1.6M | – | 56 |
|
|
2022
Q1 | $1.6M | Buy |
+4,637
| New | +$1.6M | 0.88% | 35 |
|