Venturi Wealth Management’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
Q1 | – | Sell |
-1,304
| Closed | -$372K | – | 960 |
|
|
2024
Q4 | $372K | Buy |
1,304
+990
| +315% | +$283K | 0.02% | 394 |
|
|
2024
Q3 | $92.8K | Buy |
314
+32
| +11% | +$9.45K | ﹤0.01% | 579 |
|
|
2024
Q2 | $76.8K | Buy |
282
+144
| +104% | +$39.2K | ﹤0.01% | 558 |
|
|
2024
Q1 | $33.8K | Buy |
138
+73
| +112% | +$17.9K | ﹤0.01% | 594 |
|
|
2023
Q4 | $16.1K | Buy |
65
+51
| +364% | +$12.6K | ﹤0.01% | 759 |
|
|
2023
Q3 | $2.97K | Buy |
+14
| New | +$2.97K | ﹤0.01% | 1087 |
|