AEPWM
Atlantic Edge Private Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.5K | Hold |
166
| – | – | 0.01% | 268 |
|
|
2025
Q1 | $25.4K | Hold |
166
| – | – | 0.01% | 254 |
|
|
2024
Q4 | $20.9K | Hold |
166
| – | – | 0.01% | 271 |
|
|
2024
Q3 | $21.3K | Hold |
166
| – | – | 0.01% | 262 |
|
|
2024
Q2 | $17.3K | Hold |
166
| – | – | 0.01% | 268 |
|
|
2024
Q1 | $15.5K | Hold |
166
| – | – | 0.01% | 276 |
|
|
2023
Q4 | $15K | Buy |
+166
| New | +$15K | 0.01% | 262 |
|