Wealth Advisors’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 | $5.81M | Hold |
27,389
| – | – | 2.6% | 11 |
|
|
2023
Q2 | $6.59M | Sell |
27,389
-935
| -3% | -$225K | 2.81% | 11 |
|
|
2023
Q1 | $5.99M | Buy |
28,324
+85
| +0.3% | +$18K | 2.85% | 11 |
|
|
2022
Q4 | $5.98M | Sell |
28,239
-35
| -0.1% | -$7.42K | 3.18% | 10 |
|
|
2022
Q3 | $6.85M | Buy |
28,274
+75
| +0.3% | +$18.2K | 3.49% | 9 |
|
|
2022
Q2 | $7.37M | Buy |
28,199
+275
| +1% | +$71.9K | 3.58% | 9 |
|
|
2022
Q1 | $9.65M | Buy |
27,924
+14
| +0.1% | +$4.84K | 3.49% | 9 |
|
|
2021
Q4 | $9.83M | Sell |
27,910
-710
| -2% | -$250K | 3.41% | 9 |
|
|
2021
Q3 | $9.38M | Sell |
28,620
-926
| -3% | -$303K | 3.66% | 8 |
|
|
2021
Q2 | $9.78M | Hold |
29,546
| – | – | 3.56% | 8 |
|
|
2021
Q1 | $8.71M | Buy |
29,546
+186
| +0.6% | +$54.8K | 3.46% | 8 |
|
|
2020
Q4 | $6.97M | Hold |
29,360
| – | – | 3.07% | 9 |
|
|
2020
Q3 | $6.34M | Hold |
29,360
| – | – | 2.96% | 8 |
|
|
2020
Q2 | $6.91M | Hold |
29,360
| – | – | 3.67% | 8 |
|
|
2020
Q1 | $7.22M | Buy |
29,360
+1,947
| +7% | +$479K | 4.78% | 6 |
|
|
2019
Q4 | $8.88M | Buy |
+27,413
| New | +$8.88M | 5.06% | 6 |
|