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SYSTM Wealth Solutions’s Essex Property Trust ESS Stock Holding History

SYSTM Wealth Solutions’s Portfolio ESS Stock Details ESS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-193
Closed -$52.9K – 275
2024
Q2 		$52.9K Sell
193
-296
-61% -$81.2K 0.01% 278
2024
Q1 		$120K Sell
489
-32
-6% -$7.88K 0.02% 454
2023
Q4 		$130K Buy
+521
New +$130K 0.02% 426