WealthTrust Asset Management’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,810
| Closed | -$765K | – | 95 |
|
|
2024
Q2 | $765K | Sell |
2,810
-540
| -16% | -$147K | 0.56% | 48 |
|
|
2024
Q1 | $820K | Buy |
3,350
+790
| +31% | +$193K | 0.62% | 37 |
|
|
2023
Q4 | $635K | Buy |
2,560
+1,250
| +95% | +$310K | 0.53% | 45 |
|
|
2023
Q3 | $278K | Buy |
1,310
+80
| +7% | +$17K | 0.26% | 58 |
|
|
2023
Q2 | $288K | Buy |
+1,230
| New | +$288K | 0.26% | 52 |
|