SWA

Sutton Wealth Advisors’s Essex Property Trust ESS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.33K	Buy	11 +8	+267%	+$1.7K	﹤0.01%	700
2023 Q2	$703	Hold	3	–	–	﹤0.01%	791
2023 Q1	$627	Sell	3 -587	-99%	-$123K	﹤0.01%	758
2022 Q4	$125K	Sell	590 -6	-1%	-$1.27K	0.05%	220
2022 Q3	$144K	Buy	596 +1	+0.2%	+$242	0.06%	204
2022 Q2	$156K	Buy	595 +4	+0.7%	+$1.05K	0.06%	192
2022 Q1	$204K	Buy	591 +2	+0.3%	+$691	0.07%	178
2021 Q4	$207K	Hold	589	–	–	0.07%	175
2021 Q3	$188K	Sell	589 -2	-0.3%	-$639	0.07%	180
2021 Q2	$177K	Hold	591	–	–	0.06%	188
2021 Q1	$161K	Buy	591 +2	+0.3%	+$544	0.06%	193
2020 Q4	$140K	Hold	589	–	–	0.06%	199
2020 Q3	$118K	Sell	589 -3	-0.5%	-$602	0.06%	198
2020 Q2	$136K	Buy	592 +3	+0.5%	+$688	0.07%	178
2020 Q1	$130K	Buy	589 +4	+0.7%	+$881	0.08%	168
2019 Q4	$176K	Hold	585	–	–	0.09%	163
2019 Q3	$191K	Hold	585	–	–	0.11%	152
2019 Q2	$171K	Hold	585	–	–	0.1%	158
2019 Q1	$169K	Hold	585	–	–	0.1%	155
2018 Q4	$143K	Buy	585 +4	+0.7%	+$981	0.09%	162
2018 Q3	$143K	Hold	581	–	–	0.09%	162
2018 Q2	$139K	Sell	581 -10	-2%	-$2.39K	0.1%	165
2018 Q1	$142K	Hold	591	–	–	0.1%	160
2017 Q4	$143K	Hold	591	–	–	0.1%	157
2017 Q3	$150K	Hold	591	–	–	0.11%	151
2017 Q2	$152K	Hold	591	–	–	0.12%	146
2017 Q1	$137K	Hold	591	–	–	0.11%	152
2016 Q4	$137K	Sell	591 -9	-2%	-$2.09K	0.12%	143
2016 Q3	$134K	Buy	600 +9	+2%	+$2K	0.12%	140
2016 Q2	$135K	Buy	591 +10	+2%	+$2.28K	0.13%	139
2016 Q1	$136K	Buy	+581	New	+$136K	0.13%	143