WESCAP Management Group’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $204K | Hold |
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|
2025
Q2 | $216K | Hold |
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|
2025
Q1 | $233K | Hold |
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|
2024
Q4 | $217K | Sell |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $519K | Hold |
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|
2024
Q1 | $466K | Sell |
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|
2023
Q4 | $557K | Sell |
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|
2023
Q3 | $536K | Hold |
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|
2023
Q2 | $592K | Sell |
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|
2023
Q1 | $594K | Hold |
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|
2022
Q4 | $602K | Hold |
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|
2022
Q3 | $687K | Hold |
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|
2022
Q2 | $742K | Sell |
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|
2022
Q1 | $991K | Sell |
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|
2021
Q4 | $1.12M | Hold |
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|
2021
Q3 | $1.02M | Hold |
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|
2021
Q2 | $954K | Hold |
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|
2021
Q1 | $864K | Hold |
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|
2020
Q4 | $755K | Buy |
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|
2020
Q3 | $507K | Hold |
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|
2020
Q2 | $579K | Sell |
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|
2020
Q1 | $605K | Buy |
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|
2019
Q4 | $394K | Sell |
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|
2019
Q3 | $466K | Hold |
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|
2019
Q2 | $417K | Hold |
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|
2019
Q1 | $413K | Hold |
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|
2018
Q4 | $350K | Sell |
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|
2018
Q3 | $359K | Sell |
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|
2018
Q2 | $355K | Hold |
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|
2018
Q1 | $358K | Hold |
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|
2017
Q4 | $359K | Buy |
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