Spire Wealth Management’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 | $68.9K | Buy |
243
+241
| +12,050% | +$68.3K | ﹤0.01% | 1101 |
|
|
2025
Q1 | $613 | Hold |
2
| – | – | ﹤0.01% | 2448 |
|
|
2024
Q4 | $571 | Hold |
2
| – | – | ﹤0.01% | 2427 |
|
|
2024
Q3 | $591 | Hold |
2
| – | – | ﹤0.01% | 2137 |
|
|
2024
Q2 | $544 | Sell |
2
-2
| -50% | -$544 | ﹤0.01% | 2189 |
|
|
2024
Q1 | $979 | Hold |
4
| – | – | ﹤0.01% | 2205 |
|
|
2023
Q4 | $963 | Buy |
+4
| New | +$963 | ﹤0.01% | 2273 |
|
|
2022
Q3 | – | Sell |
-14
| Closed | -$4K | – | 2295 |
|
|
2022
Q2 | $4K | Sell |
14
-70
| -83% | -$20K | ﹤0.01% | 2183 |
|
|
2022
Q1 | $29K | Sell |
84
-291
| -78% | -$100K | ﹤0.01% | 1651 |
|
|
2021
Q4 | $132K | Buy |
375
+341
| +1,003% | +$120K | ﹤0.01% | 1288 |
|
|
2021
Q3 | $11K | Hold |
34
| – | – | ﹤0.01% | 2062 |
|
|
2021
Q2 | $10K | Sell |
34
-341
| -91% | -$100K | ﹤0.01% | 2107 |
|
|
2021
Q1 | $106K | Buy |
+375
| New | +$106K | ﹤0.01% | 1378 |
|