Wealthspire Advisors (New York)’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 | $261K | Buy |
923
+257
| +39% | +$72.8K | ﹤0.01% | 705 |
|
|
2025
Q1 | $204K | Buy |
+666
| New | +$204K | ﹤0.01% | 741 |
|
|
2024
Q4 | – | Sell |
-862
| Closed | -$255K | – | 808 |
|
|
2024
Q3 | $255K | Buy |
+862
| New | +$255K | ﹤0.01% | 659 |
|
|
2019
Q1 | – | Sell |
-35
| Closed | -$9K | – | 285 |
|
|
2018
Q4 | $9K | Buy |
+35
| New | +$9K | ﹤0.01% | 523 |
|