Vontobel Holding’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,793
| Closed | -$1.12M | – | 1094 |
|
|
2023
Q2 | $1.12M | Hold |
4,793
| – | – | 0.01% | 573 |
|
|
2023
Q1 | $1M | Hold |
4,793
| – | – | 0.01% | 595 |
|
|
2022
Q4 | $1M | Buy |
+4,793
| New | +$1M | 0.01% | 581 |
|
|
2022
Q1 | – | Sell |
-10,849
| Closed | -$3.83M | – | 1082 |
|
|
2021
Q4 | $3.83M | Buy |
10,849
+1,740
| +19% | +$614K | 0.03% | 308 |
|
|
2021
Q3 | $2.91M | Buy |
+9,109
| New | +$2.91M | 0.03% | 373 |
|