Stratos Wealth Partners’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 Q2	–	Sell	-1,182	Closed	-$362K	–	1438
2025 Q1	$362K	Sell	1,182 -105	-8%	-$30.7K	0.01%	1009
2024 Q4	$368K	Sell	1,287 -4	-0.3%	-$1.18K	0.01%	1056
2024 Q3	$381K	Buy	1,291 +61	+5%	+$17.7K	0.01%	1040
2024 Q2	$335K	Buy	1,230 +22	+2%	+$5.65K	0.01%	1056
2024 Q1	$296K	Sell	1,208 -22	-2%	-$5.24K	﹤0.01%	1106
2023 Q4	$305K	Sell	1,230 -35	-3%	-$7.72K	0.01%	1071
2023 Q3	$268K	Buy	1,265 +63	+5%	+$14.8K	0.01%	1067
2023 Q2	$282K	Buy	1,202 +19	+2%	+$4.15K	0.01%	985
2023 Q1	$247K	Buy	1,183 +6	+0.5%	+$1.32K	0.01%	951
2022 Q4	$249K	Sell	1,177 -11	-0.9%	-$2.4K	0.01%	963
2022 Q3	$288K	Buy	+1,188	New	+$321K	0.01%	883
2018 Q4	–	Sell	-36	Closed	-$9K	–	1303
2018 Q3	$9K	Buy	+36	New	+$8.67K	﹤0.01%	2230
2018 Q2	–	Sell	-36	Closed	-$9K	–	1443
2018 Q1	$9K	Hold	36	–	–	﹤0.01%	2363
2017 Q4	$9K	Buy	+36	New	+$9.08K	﹤0.01%	2199