TPA
Trivium Point Advisory’s Essex Property Trust ESS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $466K | Buy |
1,645
+129
| +9% | +$36.5K | 0.05% | 240 |
|
2025
Q1 | $465K | Buy |
1,516
+397
| +35% | +$122K | 0.06% | 238 |
|
2024
Q4 | $319K | Buy |
1,119
+20
| +2% | +$5.71K | 0.04% | 285 |
|
2024
Q3 | $338K | Buy |
1,099
+179
| +19% | +$55K | 0.05% | 261 |
|
2024
Q2 | $250K | Buy |
+920
| New | +$250K | 0.04% | 270 |
|
2021
Q1 | – | Sell |
-5,996
| Closed | -$1.39M | – | 203 |
|
2020
Q4 | $1.39M | Buy |
5,996
+482
| +9% | +$112K | 0.4% | 95 |
|
2020
Q3 | $1.11M | Buy |
5,514
+802
| +17% | +$161K | 0.39% | 98 |
|
2020
Q2 | $1.11M | Buy |
4,712
+552
| +13% | +$130K | 0.44% | 86 |
|
2020
Q1 | $974K | Sell |
4,160
-314
| -7% | -$73.5K | 0.5% | 81 |
|
2019
Q4 | $1.35M | Sell |
4,474
-160
| -3% | -$48.1K | 0.52% | 87 |
|
2019
Q3 | $1.53M | Buy |
4,634
+135
| +3% | +$44.5K | 0.7% | 64 |
|
2019
Q2 | $1.31M | Buy |
4,499
+275
| +7% | +$80.3K | 0.59% | 81 |
|
2019
Q1 | $1.22M | Buy |
4,224
+135
| +3% | +$39.1K | 0.57% | 82 |
|
2018
Q4 | $1M | Buy |
+4,089
| New | +$1M | 0.61% | 78 |
|