Valeo Financial 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
Q3 | $525K | Sell |
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|
2025
Q2 | $655K | Buy |
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|
2025
Q1 | $602K | Sell |
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|
2024
Q4 | $562K | Buy |
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|
2024
Q3 | $576K | Sell |
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|
2024
Q2 | $532K | Sell |
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|
2024
Q1 | $485K | Sell |
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|
2023
Q4 | $487K | Sell |
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|
2023
Q3 | $629K | Buy |
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|
2023
Q2 | $690K | Hold |
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|
2023
Q1 | $616K | Sell |
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|
2022
Q4 | $908K | Buy |
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|
2022
Q3 | $754K | Sell |
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|
2022
Q2 | $828K | Sell |
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|
2022
Q1 | $1.15M | Buy |
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|
2021
Q4 | $1.12M | Buy |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $15K | Buy |
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|
2020
Q4 | $13K | Hold |
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|
2020
Q3 | $11K | Sell |
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|
2020
Q2 | $15K | Sell |
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|
2020
Q1 | $52K | Buy |
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|
2019
Q4 | $30K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $65K | Buy |
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