Surevest’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 447 |
|
|
2022
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 482 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 455 |
|
|
2021
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 466 |
|
|
2020
Q1 | – | Sell |
-7,074
| Closed | -$2.13M | – | 113 |
|
|
2019
Q4 | $2.13M | Buy |
7,074
+535
| +8% | +$161K | 0.91% | 44 |
|
|
2019
Q3 | $2.14M | Buy |
6,539
+523
| +9% | +$171K | 1.05% | 27 |
|
|
2019
Q2 | $1.76M | Buy |
6,016
+3,679
| +157% | +$1.07M | 0.91% | 33 |
|
|
2019
Q1 | $676K | Buy |
2,337
+1,232
| +111% | +$356K | 0.42% | 76 |
|
|
2018
Q4 | $271K | Buy |
+1,105
| New | +$271K | 0.21% | 103 |
|