Wealth Enhancement Advisory Services’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
Q2 | $3M | Buy |
10,546
+454
| +4% | +$129K | 0.01% | 1144 |
|
|
2025
Q1 | $3.09M | Buy |
10,092
+1,321
| +15% | +$405K | 0.01% | 1028 |
|
|
2024
Q4 | $2.5M | Buy |
8,771
+1,407
| +19% | +$402K | ﹤0.01% | 1060 |
|
|
2024
Q3 | $2.18M | Buy |
7,364
+306
| +4% | +$90.4K | ﹤0.01% | 1007 |
|
|
2024
Q2 | $1.92M | Buy |
7,058
+343
| +5% | +$93.4K | ﹤0.01% | 1000 |
|
|
2024
Q1 | $1.64M | Sell |
6,715
-508
| -7% | -$124K | ﹤0.01% | 1024 |
|
|
2023
Q4 | $1.79M | Buy |
7,223
+703
| +11% | +$174K | 0.01% | 935 |
|
|
2023
Q3 | $1.38M | Buy |
+6,520
| New | +$1.38M | ﹤0.01% | 984 |
|
|
2020
Q1 | – | Sell |
-11,474
| Closed | -$3.45M | – | 236 |
|
|
2019
Q4 | $3.45M | Buy |
11,474
+1,150
| +11% | +$346K | 0.12% | 73 |
|
|
2019
Q3 | $3.38M | Buy |
10,324
+5,385
| +109% | +$1.76M | 0.14% | 70 |
|
|
2019
Q2 | $1.52M | Buy |
+4,939
| New | +$1.52M | 0.07% | 117 |
|