Annapolis Financial Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $64K | Hold |
500
| – | – | 0.02% | 138 |
|
|
2024
Q2 | $52.1K | Hold |
500
| – | – | 0.02% | 144 |
|
|
2024
Q1 | $46.7K | Hold |
500
| – | – | 0.02% | 149 |
|
|
2023
Q4 | $45.1K | Hold |
500
| – | – | 0.01% | 206 |
|
|
2023
Q3 | $41K | Hold |
500
| – | – | 0.01% | 202 |
|
|
2023
Q2 | $40.4K | Hold |
500
| – | – | 0.01% | 201 |
|
|
2023
Q1 | $35.8K | Hold |
500
| – | – | 0.01% | 195 |
|
|
2022
Q4 | $32.8K | Hold |
500
| – | – | 0.01% | 201 |
|
|
2022
Q3 | $32K | Hold |
500
| – | – | 0.01% | 205 |
|
|
2022
Q2 | $41K | Hold |
500
| – | – | 0.01% | 187 |
|
|
2022
Q1 | $48K | Buy |
+500
| New | +$48K | 0.02% | 186 |
|