9258 Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $240K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $274K | Hold |
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|
2022
Q1 | $320K | Sell |
|
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|
2021
Q4 | $360K | Sell |
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|
2021
Q3 | $350K | Buy |
|
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|
2021
Q2 | $350K | Buy |
|
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|
2021
Q1 | $274K | Hold |
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|
2020
Q4 | $247K | Sell |
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|
2020
Q3 | $255K | Sell |
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|
2020
Q2 | $253K | Sell |
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|
2020
Q1 | $238K | Sell |
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|
2019
Q4 | $445K | Buy |
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|
2019
Q3 | $492K | Buy |
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|
2019
Q2 | $442K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $386K | Buy |
|