AA
Addison Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15
| Closed | -$1.89K | – | 880 |
|
|
2024
Q4 | $1.89K | Buy |
+15
| New | +$1.89K | ﹤0.01% | 754 |
|
|
2023
Q1 | – | Sell |
-6
| Closed | -$393 | – | 792 |
|
|
2022
Q4 | $393 | Hold |
6
| – | – | ﹤0.01% | 715 |
|
|
2022
Q3 | $0 | Sell |
6
-20
| -77% | – | ﹤0.01% | 776 |
|
|
2022
Q2 | $2K | Buy |
26
+3
| +13% | +$231 | ﹤0.01% | 561 |
|
|
2022
Q1 | $2K | Buy |
23
+8
| +53% | +$696 | ﹤0.01% | 597 |
|
|
2021
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 650 |
|