9258 Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $240K | Buy |
+1,876
| New | +$240K | 0.04% | 308 |
|
|
2022
Q3 | – | Sell |
-3,330
| Closed | -$274K | – | 345 |
|
|
2022
Q2 | $274K | Hold |
3,330
| – | – | 0.07% | 270 |
|
|
2022
Q1 | $320K | Sell |
3,330
-872
| -21% | -$83.8K | 0.07% | 263 |
|
|
2021
Q4 | $360K | Sell |
4,202
-45
| -1% | -$3.86K | 0.08% | 250 |
|
|
2021
Q3 | $350K | Buy |
4,247
+34
| +0.8% | +$2.8K | 0.09% | 229 |
|
|
2021
Q2 | $350K | Buy |
4,213
+383
| +10% | +$31.8K | 0.09% | 230 |
|
|
2021
Q1 | $274K | Hold |
3,830
| – | – | 0.08% | 263 |
|
|
2020
Q4 | $247K | Sell |
3,830
-913
| -19% | -$58.9K | 0.08% | 259 |
|
|
2020
Q3 | $255K | Sell |
4,743
-139
| -3% | -$7.47K | 0.1% | 225 |
|
|
2020
Q2 | $253K | Sell |
4,882
-307
| -6% | -$15.9K | 0.1% | 228 |
|
|
2020
Q1 | $238K | Sell |
5,189
-247
| -5% | -$11.3K | 0.1% | 220 |
|
|
2019
Q4 | $445K | Buy |
5,436
+6
| +0.1% | +$491 | 0.16% | 165 |
|
|
2019
Q3 | $492K | Buy |
5,430
+5
| +0.1% | +$453 | 0.38% | 87 |
|
|
2019
Q2 | $442K | Buy |
+5,425
| New | +$442K | 0.36% | 98 |
|
|
2019
Q1 | – | Sell |
-5,564
| Closed | -$386K | – | 186 |
|
|
2018
Q4 | $386K | Buy |
+5,564
| New | +$386K | 0.37% | 90 |
|