TRUE Private Wealth Advisors’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 | – | Sell |
-809
| Closed | -$248K | – | 249 |
|
|
2025
Q1 | $248K | Hold |
809
| – | – | 0.03% | 207 |
|
|
2024
Q4 | $231K | Sell |
809
-5
| -0.6% | -$1.43K | 0.03% | 208 |
|
|
2024
Q3 | $240K | Sell |
814
-9
| -1% | -$2.66K | 0.03% | 192 |
|
|
2024
Q2 | $224K | Hold |
823
| – | – | 0.03% | 252 |
|
|
2024
Q1 | $201K | Sell |
823
-1
| -0.1% | -$245 | 0.02% | 272 |
|
|
2023
Q4 | $204K | Buy |
+824
| New | +$204K | 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% | +$2.11K | 0.04% | 209 |
|
|
2021
Q3 | $261K | Hold |
812
| – | – | 0.04% | 201 |
|
|
2021
Q2 | $245K | Sell |
812
-9
| -1% | -$2.72K | 0.04% | 202 |
|
|
2021
Q1 | $225K | Buy |
+821
| New | +$225K | 0.04% | 209 |
|
|
2018
Q4 | – | Sell |
-16
| Closed | -$3.98K | – | 451 |
|
|
2018
Q3 | $3.98K | Buy |
+16
| New | +$3.98K | ﹤0.01% | 926 |
|