EFS
Essex Financial Services’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Buy |
2,670
+52
| +2% | +$8K | 0.03% | 450 |
|
|
2025
Q1 | $401K | Buy |
2,618
+23
| +0.9% | +$3.52K | 0.03% | 428 |
|
|
2024
Q4 | $327K | Sell |
2,595
-8
| -0.3% | -$1.01K | 0.02% | 469 |
|
|
2024
Q3 | $339K | Buy |
2,603
+26
| +1% | +$3.38K | 0.02% | 458 |
|
|
2024
Q2 | $298K | Buy |
2,577
+295
| +13% | +$34.1K | 0.02% | 478 |
|
|
2024
Q1 | $213K | Buy |
+2,282
| New | +$213K | 0.02% | 497 |
|
|
2020
Q1 | – | Sell |
-3,425
| Closed | -$280K | – | 280 |
|
|
2019
Q4 | $280K | Buy |
3,425
+200
| +6% | +$16.4K | 0.08% | 218 |
|
|
2019
Q3 | $292K | Sell |
3,225
-149
| -4% | -$13.5K | 0.09% | 192 |
|
|
2019
Q2 | $275K | Hold |
3,374
| – | – | 0.08% | 192 |
|
|
2019
Q1 | $262K | Hold |
3,374
| – | – | 0.08% | 191 |
|
|
2018
Q4 | $234K | Sell |
3,374
-100
| -3% | -$6.94K | 0.07% | 213 |
|
|
2018
Q3 | $223K | Sell |
3,474
-575
| -14% | -$36.9K | 0.05% | 260 |
|
|
2018
Q2 | $254K | Hold |
4,049
| – | – | 0.06% | 229 |
|
|
2018
Q1 | $220K | Buy |
4,049
+354
| +10% | +$19.2K | 0.04% | 317 |
|
|
2017
Q4 | $236K | Sell |
3,695
-560
| -13% | -$35.8K | 0.06% | 245 |
|
|
2017
Q3 | $299K | Hold |
4,255
| – | – | 0.07% | 212 |
|
|
2017
Q2 | $318K | Buy |
4,255
+860
| +25% | +$64.3K | 0.07% | 259 |
|
|
2017
Q1 | $240K | Buy |
+3,395
| New | +$240K | 0.06% | 285 |
|