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

TCI Wealth Advisors’s Portfolio ESS Stock Details ESS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2
Closed -$419 – 854
2023
Q1 		$419 Hold
2
– – ﹤0.01% 2251
2022
Q4 		$424 Hold
2
– – ﹤0.01% 2244
2022
Q3 		$0 Sell
2
-5
-71% – ﹤0.01% 2337
2022
Q2 		$2K Buy
7
+5
+250% +$1.43K ﹤0.01% 1987
2022
Q1 		$1K Hold
2
– – ﹤0.01% 2094
2021
Q4 		$1K Hold
2
– – ﹤0.01% 2186
2021
Q3 		$1K Hold
2
– – ﹤0.01% 2240
2021
Q2 		$1K Hold
2
– – ﹤0.01% 2184
2021
Q1 		$1K Hold
2
– – ﹤0.01% 2035
2020
Q4 		$0 Hold
2
– – ﹤0.01% 1551
2020
Q3 		$0 Hold
2
– – ﹤0.01% 1547
2020
Q2 		$0 Sell
2
-3
-60% – ﹤0.01% 1499
2020
Q1 		$1K Sell
5
-3
-38% -$600 ﹤0.01% 1220
2019
Q4 		$2K Buy
8
+5
+167% +$1.25K ﹤0.01% 1130
2019
Q3 		$1K Hold
3
– – ﹤0.01% 1262
2019
Q2 		$1K Hold
3
– – ﹤0.01% 1178
2019
Q1 		$1K Hold
3
– – ﹤0.01% 1194
2018
Q4 		$1K Hold
3
– – ﹤0.01% 1185
2018
Q3 		$1K Sell
3
-23
-88% -$7.67K ﹤0.01% 1192
2018
Q2 		$6K Buy
26
+3
+13% +$692 ﹤0.01% 732
2018
Q1 		$6K Hold
23
– – ﹤0.01% 697
2017
Q4 		$6K Hold
23
– – ﹤0.01% 733
2017
Q3 		$6K Hold
23
– – ﹤0.01% 692
2017
Q2 		$6K Hold
23
– – ﹤0.01% 703
2017
Q1 		$5K Hold
23
– – ﹤0.01% 707
2016
Q4 		$5K Hold
23
– – ﹤0.01% 766
2016
Q3 		$5K Hold
23
– – ﹤0.01% 726
2016
Q2 		$5K Hold
23
– – ﹤0.01% 712
2016
Q1 		$5K Hold
23
– – ﹤0.01% 708
2015
Q4 		$6K Hold
23
– – ﹤0.01% 673
2015
Q3 		$5K Hold
23
– – ﹤0.01% 620
2015
Q2 		$5K Hold
23
– – ﹤0.01% 640
2015
Q1 		$5K Hold
23
– – ﹤0.01% 564
2014
Q4 		$5K Hold
23
– – ﹤0.01% 552
2014
Q3 		$4K Buy
+23
New +$4K ﹤0.01% 604