Ashton Thomas Private Wealth’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,769
| Closed | -$355K | – | 810 |
|
|
2024
Q3 | $355K | Sell |
2,769
-5
| -0.2% | -$640 | 0.02% | 484 |
|
|
2024
Q2 | $289K | Sell |
2,774
-77
| -3% | -$8.03K | 0.02% | 490 |
|
|
2024
Q1 | $266K | Sell |
2,851
-301
| -10% | -$28.1K | 0.02% | 514 |
|
|
2023
Q4 | $284K | Hold |
3,152
| – | – | 0.02% | 508 |
|
|
2023
Q3 | $258K | Sell |
3,152
-319
| -9% | -$26.1K | 0.02% | 496 |
|
|
2023
Q2 | $281K | Buy |
+3,471
| New | +$281K | 0.02% | 491 |
|
|
2022
Q2 | – | Sell |
-2,137
| Closed | -$205K | – | 492 |
|
|
2022
Q1 | $205K | Sell |
2,137
-493
| -19% | -$47.4K | 0.02% | 452 |
|
|
2021
Q4 | $226K | Buy |
2,630
+41
| +2% | +$3.52K | 0.02% | 419 |
|
|
2021
Q3 | $213K | Buy |
+2,589
| New | +$213K | 0.03% | 346 |
|