TD Private Client Wealth’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.79K | Sell |
31
-11
| -26% | -$3.12K | ﹤0.01% | 1063 |
|
|
2025
Q1 | $12.9K | Sell |
42
-4
| -9% | -$1.23K | ﹤0.01% | 987 |
|
|
2024
Q4 | $13.1K | Buy |
46
+1
| +2% | +$285 | ﹤0.01% | 1023 |
|
|
2024
Q3 | $13.3K | Buy |
45
+3
| +7% | +$886 | ﹤0.01% | 1025 |
|
|
2024
Q2 | $11.4K | Sell |
42
-7
| -14% | -$1.91K | ﹤0.01% | 1022 |
|
|
2024
Q1 | $12K | Hold |
49
| – | – | ﹤0.01% | 1016 |
|
|
2023
Q4 | $12.1K | Sell |
49
-33
| -40% | -$8.18K | ﹤0.01% | 1021 |
|
|
2023
Q3 | $17.4K | Sell |
82
-2
| -2% | -$424 | ﹤0.01% | 957 |
|
|
2023
Q2 | $19.7K | Sell |
84
-38
| -31% | -$8.9K | ﹤0.01% | 947 |
|
|
2023
Q1 | $25.5K | Buy |
122
+6
| +5% | +$1.26K | ﹤0.01% | 902 |
|
|
2022
Q4 | $24.6K | Sell |
116
-51
| -31% | -$10.8K | ﹤0.01% | 885 |
|
|
2022
Q3 | $40.5K | Buy |
167
+11
| +7% | +$2.67K | ﹤0.01% | 768 |
|
|
2022
Q2 | $40.8K | Sell |
156
-82
| -34% | -$21.4K | ﹤0.01% | 772 |
|
|
2022
Q1 | $82.2K | Buy |
238
+83
| +54% | +$28.7K | ﹤0.01% | 673 |
|
|
2021
Q4 | $54.6K | Buy |
155
+2
| +1% | +$704 | ﹤0.01% | 730 |
|
|
2021
Q3 | $48.9K | Buy |
153
+8
| +6% | +$2.56K | ﹤0.01% | 743 |
|
|
2021
Q2 | $43.5K | Sell |
145
-5
| -3% | -$1.5K | ﹤0.01% | 762 |
|
|
2021
Q1 | $40.8K | Buy |
150
+11
| +8% | +$2.99K | ﹤0.01% | 740 |
|
|
2020
Q4 | $33K | Sell |
139
-36
| -21% | -$8.55K | ﹤0.01% | 717 |
|
|
2020
Q3 | $35.1K | Sell |
175
-17
| -9% | -$3.41K | ﹤0.01% | 660 |
|
|
2020
Q2 | $44K | Buy |
192
+40
| +26% | +$9.17K | ﹤0.01% | 631 |
|
|
2020
Q1 | $33.5K | Sell |
152
-2
| -1% | -$440 | ﹤0.01% | 632 |
|
|
2019
Q4 | $46.3K | Buy |
+154
| New | +$46.3K | ﹤0.01% | 619 |
|