Waverly Advisors’s Essex Property Trust ESS Stock Holding History

Waverly Advisors’s Portfolio ESS Stock Details ESS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$216K	Buy
2018 Q4	–	Sell
2018 Q3	$213K	Hold
2018 Q2	$206K	Hold
2018 Q1	$208K	Sell
2017 Q4	$209K	Hold
2017 Q3	$220K	Hold
2017 Q2	$223K	Sell
2017 Q1	$201K	Buy