Advisor Partners II’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.61M | Buy |
19,630
+843
| +4% | +$69.1K | 0.06% | 334 |
|
|
2023
Q2 | $1.52M | Buy |
18,787
+1,910
| +11% | +$154K | 0.07% | 285 |
|
|
2023
Q1 | $1.21M | Buy |
16,877
+2,457
| +17% | +$176K | 0.07% | 308 |
|
|
2022
Q4 | $945K | Buy |
14,420
+1,930
| +15% | +$127K | 0.06% | 336 |
|
|
2022
Q3 | $803K | Buy |
+12,490
| New | +$803K | 0.06% | 325 |
|