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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	-$1.35K	﹤0.01%	2337
2022 Q2	$2K	Buy	7 +5	+250%	+$1.51K	﹤0.01%	1988
2022 Q1	$1K	Hold	2	–	–	﹤0.01%	2094
2021 Q4	$1K	Hold	2	–	–	﹤0.01%	2186
2021 Q3	$1K	Hold	2	–	–	﹤0.01%	2255
2021 Q2	$1K	Hold	2	–	–	﹤0.01%	2202
2021 Q1	$1K	Hold	2	–	–	﹤0.01%	2053
2020 Q4	$0	Hold	2	–	–	﹤0.01%	1577
2020 Q3	$0	Hold	2	–	–	﹤0.01%	1566
2020 Q2	$0	Sell	2 -3	-60%	-$719	﹤0.01%	1513
2020 Q1	$1K	Sell	5 -3	-38%	-$862	﹤0.01%	1230
2019 Q4	$2K	Buy	8 +5	+167%	+$1.58K	﹤0.01%	1134
2019 Q3	$1K	Hold	3	–	–	﹤0.01%	1267
2019 Q2	$1K	Hold	3	–	–	﹤0.01%	1182
2019 Q1	$1K	Hold	3	–	–	﹤0.01%	1200
2018 Q4	$1K	Hold	3	–	–	﹤0.01%	1196
2018 Q3	$1K	Sell	3 -23	-88%	-$5.54K	﹤0.01%	1205
2018 Q2	$6K	Buy	26 +3	+13%	+$715	﹤0.01%	732
2018 Q1	$6K	Hold	23	–	–	﹤0.01%	700
2017 Q4	$6K	Hold	23	–	–	﹤0.01%	733
2017 Q3	$6K	Hold	23	–	–	﹤0.01%	693
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	+$4.34K	﹤0.01%	604