EFS
Essex Financial Services’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Sell |
6,055
-27
| -0.4% | -$1.71K | 0.03% | 478 |
|
|
2025
Q1 | $418K | Buy |
6,082
+123
| +2% | +$8.46K | 0.03% | 418 |
|
|
2024
Q4 | $351K | Sell |
5,959
-9
| -0.2% | -$530 | 0.02% | 451 |
|
|
2024
Q3 | $387K | Sell |
5,968
-141
| -2% | -$9.14K | 0.03% | 429 |
|
|
2024
Q2 | $360K | Buy |
+6,109
| New | +$360K | 0.03% | 440 |
|