Trust Company of Vermont’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 | $241K | Hold |
850
| – | – | 0.01% | 324 |
|
|
2025
Q1 | $261K | Sell |
850
-122
| -13% | -$37.4K | 0.01% | 311 |
|
|
2024
Q4 | $277K | Hold |
972
| – | – | 0.01% | 303 |
|
|
2024
Q3 | $287K | Sell |
972
-50
| -5% | -$14.8K | 0.01% | 293 |
|
|
2024
Q2 | $278K | Hold |
1,022
| – | – | 0.02% | 280 |
|
|
2024
Q1 | $250K | Sell |
1,022
-7
| -0.7% | -$1.71K | 0.01% | 288 |
|
|
2023
Q4 | $255K | Buy |
1,029
+7
| +0.7% | +$1.74K | 0.02% | 259 |
|
|
2023
Q3 | $217K | Sell |
1,022
-125
| -11% | -$26.5K | 0.01% | 291 |
|
|
2023
Q2 | $269K | Hold |
1,147
| – | – | 0.02% | 281 |
|
|
2023
Q1 | $240K | Hold |
1,147
| – | – | 0.02% | 292 |
|
|
2022
Q4 | $243K | Hold |
1,147
| – | – | 0.02% | 282 |
|
|
2022
Q3 | $278K | Hold |
1,147
| – | – | 0.02% | 263 |
|
|
2022
Q2 | $300K | Sell |
1,147
-50
| -4% | -$13.1K | 0.02% | 254 |
|
|
2022
Q1 | $414K | Sell |
1,197
-50
| -4% | -$17.3K | 0.03% | 239 |
|
|
2021
Q4 | $439K | Hold |
1,247
| – | – | 0.03% | 239 |
|
|
2021
Q3 | $399K | Hold |
1,247
| – | – | 0.03% | 240 |
|
|
2021
Q2 | $374K | Hold |
1,247
| – | – | 0.03% | 250 |
|
|
2021
Q1 | $339K | Hold |
1,247
| – | – | 0.03% | 251 |
|
|
2020
Q4 | $296K | Hold |
1,247
| – | – | 0.02% | 253 |
|
|
2020
Q3 | $250K | Sell |
1,247
-25
| -2% | -$5.01K | 0.02% | 250 |
|
|
2020
Q2 | $292K | Hold |
1,272
| – | – | 0.03% | 237 |
|
|
2020
Q1 | $280K | Buy |
1,272
+109
| +9% | +$24K | 0.03% | 243 |
|
|
2019
Q4 | $350K | Hold |
1,163
| – | – | 0.03% | 254 |
|
|
2019
Q3 | $380K | Sell |
1,163
-50
| -4% | -$16.3K | 0.03% | 243 |
|
|
2019
Q2 | $354K | Sell |
1,213
-50
| -4% | -$14.6K | 0.03% | 253 |
|
|
2019
Q1 | $365K | Sell |
1,263
-66
| -5% | -$19.1K | 0.03% | 246 |
|
|
2018
Q4 | $326K | Sell |
1,329
-27
| -2% | -$6.62K | 0.03% | 244 |
|
|
2018
Q3 | $335K | Hold |
1,356
| – | – | 0.03% | 264 |
|
|
2018
Q2 | $324K | Sell |
1,356
-41
| -3% | -$9.8K | 0.03% | 268 |
|
|
2018
Q1 | $336K | Sell |
1,397
-100
| -7% | -$24.1K | 0.03% | 256 |
|
|
2017
Q4 | $361K | Hold |
1,497
| – | – | 0.03% | 251 |
|
|
2017
Q3 | $380K | Hold |
1,497
| – | – | 0.04% | 238 |
|
|
2017
Q2 | $385K | Hold |
1,497
| – | – | 0.04% | 242 |
|
|
2017
Q1 | $347K | Sell |
1,497
-100
| -6% | -$23.2K | 0.04% | 247 |
|
|
2016
Q4 | $371K | Hold |
1,597
| – | – | 0.04% | 235 |
|
|
2016
Q3 | $356K | Sell |
1,597
-100
| -6% | -$22.3K | 0.04% | 207 |
|
|
2016
Q2 | $387K | Sell |
1,697
-100
| -6% | -$22.8K | 0.05% | 197 |
|
|
2016
Q1 | $420K | Sell |
1,797
-100
| -5% | -$23.4K | 0.06% | 187 |
|
|
2015
Q4 | $454K | Hold |
1,897
| – | – | 0.07% | 182 |
|
|
2015
Q3 | $424K | Sell |
1,897
-300
| -14% | -$67.1K | 0.07% | 183 |
|
|
2015
Q2 | $467K | Hold |
2,197
| – | – | 0.07% | 178 |
|
|
2015
Q1 | $505K | Sell |
2,197
-100
| -4% | -$23K | 0.07% | 172 |
|
|
2014
Q4 | $475K | Hold |
2,297
| – | – | 0.07% | 179 |
|
|
2014
Q3 | $411K | Hold |
2,297
| – | – | 0.06% | 179 |
|
|
2014
Q2 | $425K | Buy |
+2,297
| New | +$425K | 0.07% | 178 |
|