Stratos Wealth Partners’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 | – | Sell |
-1,182
| Closed | -$362K | – | 1438 |
|
|
2025
Q1 | $362K | Sell |
1,182
-105
| -8% | -$32.2K | 0.01% | 1009 |
|
|
2024
Q4 | $368K | Sell |
1,287
-4
| -0.3% | -$1.14K | 0.01% | 1056 |
|
|
2024
Q3 | $381K | Buy |
1,291
+61
| +5% | +$18K | 0.01% | 1040 |
|
|
2024
Q2 | $335K | Buy |
1,230
+22
| +2% | +$5.99K | 0.01% | 1056 |
|
|
2024
Q1 | $296K | Sell |
1,208
-22
| -2% | -$5.39K | ﹤0.01% | 1106 |
|
|
2023
Q4 | $305K | Sell |
1,230
-35
| -3% | -$8.68K | 0.01% | 1071 |
|
|
2023
Q3 | $268K | Buy |
1,265
+63
| +5% | +$13.4K | 0.01% | 1067 |
|
|
2023
Q2 | $282K | Buy |
1,202
+19
| +2% | +$4.45K | 0.01% | 985 |
|
|
2023
Q1 | $247K | Buy |
1,183
+6
| +0.5% | +$1.26K | 0.01% | 951 |
|
|
2022
Q4 | $249K | Sell |
1,177
-11
| -0.9% | -$2.33K | 0.01% | 963 |
|
|
2022
Q3 | $288K | Buy |
+1,188
| New | +$288K | 0.01% | 883 |
|
|
2018
Q4 | – | Sell |
-36
| Closed | -$9K | – | 1303 |
|
|
2018
Q3 | $9K | Buy |
+36
| New | +$9K | ﹤0.01% | 2230 |
|
|
2018
Q2 | – | Sell |
-36
| Closed | -$9K | – | 1443 |
|
|
2018
Q1 | $9K | Hold |
36
| – | – | ﹤0.01% | 2363 |
|
|
2017
Q4 | $9K | Buy |
+36
| New | +$9K | ﹤0.01% | 2199 |
|