TRUE Private 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
2025 Q2	–	Sell	-809	Closed	-$248K	–	249
2025 Q1	$248K	Hold	809	–	–	0.03%	207
2024 Q4	$231K	Sell	809 -5	-0.6%	-$1.48K	0.03%	208
2024 Q3	$240K	Sell	814 -9	-1%	-$2.61K	0.03%	192
2024 Q2	$224K	Hold	823	–	–	0.03%	252
2024 Q1	$201K	Sell	823 -1	-0.1%	-$238	0.02%	272
2023 Q4	$204K	Buy	+824	New	+$182K	0.03%	278
2022 Q3	–	Sell	-818	Closed	-$213K	–	228
2022 Q2	$213K	Hold	818	–	–	0.03%	210
2022 Q1	$264K	Hold	818	–	–	0.04%	199
2021 Q4	$288K	Buy	818 +6	+0.7%	+$2.04K	0.04%	209
2021 Q3	$261K	Hold	812	–	–	0.04%	201
2021 Q2	$245K	Sell	812 -9	-1%	-$2.65K	0.04%	202
2021 Q1	$225K	Buy	+821	New	+$213K	0.04%	209
2018 Q4	–	Sell	-16	Closed	-$3.98K	–	451
2018 Q3	$3.98K	Buy	+16	New	+$3.85K	﹤0.01%	926