Summit Securities Group’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 | $12.2K | Buy |
+43
| New | +$12.2K | ﹤0.01% | 714 |
|
|
2024
Q1 | – | Sell |
-100
| Closed | -$25K | – | 437 |
|
|
2023
Q4 | $25K | Buy |
+100
| New | +$25K | ﹤0.01% | 266 |
|
|
2023
Q3 | – | Sell |
-83
| Closed | -$19K | – | 543 |
|
|
2023
Q2 | $19K | Sell |
83
-42
| -34% | -$9.61K | ﹤0.01% | 520 |
|
|
2023
Q1 | $26K | Buy |
125
+59
| +89% | +$12.3K | ﹤0.01% | 441 |
|
|
2022
Q4 | $14K | Buy |
+66
| New | +$14K | ﹤0.01% | 742 |
|
|
2022
Q3 | – | Sell |
-139
| Closed | -$36K | – | 772 |
|
|
2022
Q2 | $36K | Buy |
139
+113
| +435% | +$29.3K | ﹤0.01% | 452 |
|
|
2022
Q1 | $9K | Buy |
+26
| New | +$9K | ﹤0.01% | 614 |
|
|
2019
Q4 | – | Sell |
-3,500
| Closed | -$1.14M | – | 229 |
|
|
2019
Q3 | $1.14M | Buy |
+3,500
| New | +$1.14M | 0.1% | 42 |
|
|
2015
Q1 | – | Sell |
-200
| Closed | -$41K | – | 389 |
|
|
2014
Q4 | $41K | Sell |
200
-12
| -6% | -$2.46K | 0.01% | 310 |
|
|
2014
Q3 | $38K | Buy |
+212
| New | +$38K | 0.01% | 389 |
|