Annapolis Financial Services’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 | $64K | Hold |
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|
2024
Q2 | $52.1K | Hold |
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|
2024
Q1 | $46.7K | Hold |
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|
2023
Q4 | $45.1K | Hold |
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|
2023
Q3 | $41K | Hold |
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|
2023
Q2 | $40.4K | Hold |
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|
2023
Q1 | $35.8K | Hold |
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|
2022
Q4 | $32.8K | Hold |
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|
2022
Q3 | $32K | Hold |
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|
2022
Q2 | $41K | Hold |
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|
2022
Q1 | $48K | Buy |
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