AWM
Avior Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-288
| Closed | -$36.4K | – | 2329 |
|
|
2024
Q4 | $36.4K | Buy |
288
+37
| +15% | +$4.68K | ﹤0.01% | 1245 |
|
|
2024
Q3 | $32.2K | Buy |
251
+3
| +1% | +$384 | ﹤0.01% | 1268 |
|
|
2024
Q2 | $25.9K | Sell |
248
-377
| -60% | -$39.4K | ﹤0.01% | 1295 |
|
|
2024
Q1 | $58.5K | Buy |
625
+502
| +408% | +$47K | ﹤0.01% | 1183 |
|
|
2023
Q4 | $11.1K | Hold |
123
| – | – | ﹤0.01% | 974 |
|
|
2023
Q3 | $10.1K | Buy |
123
+1
| +0.8% | +$82 | ﹤0.01% | 1040 |
|
|
2023
Q2 | $9.91K | Buy |
122
+1
| +0.8% | +$81 | ﹤0.01% | 1026 |
|
|
2023
Q1 | $8.74K | Hold |
121
| – | – | ﹤0.01% | 1074 |
|
|
2022
Q4 | $7.95K | Sell |
121
-28
| -19% | -$1.84K | ﹤0.01% | 891 |
|
|
2022
Q3 | $9K | Buy |
149
+1
| +0.7% | +$60 | ﹤0.01% | 876 |
|
|
2022
Q2 | $12K | Sell |
148
-44
| -23% | -$3.57K | ﹤0.01% | 750 |
|
|
2022
Q1 | $18K | Hold |
192
| – | – | ﹤0.01% | 736 |
|
|
2021
Q4 | $16K | Buy |
192
+1
| +0.5% | +$83 | ﹤0.01% | 747 |
|
|
2021
Q3 | $15K | Buy |
191
+99
| +108% | +$7.78K | ﹤0.01% | 720 |
|
|
2021
Q2 | $7K | Hold |
92
| – | – | ﹤0.01% | 797 |
|
|
2021
Q1 | $6K | Sell |
92
-54
| -37% | -$3.52K | ﹤0.01% | 819 |
|
|
2020
Q4 | $9K | Buy |
146
+54
| +59% | +$3.33K | ﹤0.01% | 731 |
|
|
2020
Q3 | $5K | Hold |
92
| – | – | ﹤0.01% | 753 |
|
|
2020
Q2 | $4K | Hold |
92
| – | – | ﹤0.01% | 745 |
|
|
2020
Q1 | $4K | Hold |
92
| – | – | ﹤0.01% | 654 |
|
|
2019
Q4 | $7K | Hold |
92
| – | – | ﹤0.01% | 641 |
|
|
2019
Q3 | $8K | Hold |
92
| – | – | ﹤0.01% | 603 |
|
|
2019
Q2 | $8K | Sell |
92
-27
| -23% | -$2.35K | ﹤0.01% | 621 |
|
|
2019
Q1 | $9K | Buy |
119
+92
| +341% | +$6.96K | ﹤0.01% | 538 |
|
|
2018
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 691 |
|
|
2018
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 690 |
|
|
2018
Q2 | $2K | Sell |
27
-4
| -13% | -$296 | ﹤0.01% | 726 |
|
|
2018
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 697 |
|
|
2017
Q4 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 703 |
|
|
2017
Q1 | – | Sell |
-300
| Closed | -$20K | – | 528 |
|
|
2016
Q4 | $20K | Hold |
300
| – | – | 0.01% | 288 |
|
|
2016
Q3 | $22K | Hold |
300
| – | – | 0.01% | 289 |
|
|
2016
Q2 | $23K | Sell |
300
-372
| -55% | -$28.5K | 0.01% | 274 |
|
|
2016
Q1 | $47K | Buy |
672
+269
| +67% | +$18.8K | 0.02% | 217 |
|
|
2015
Q4 | $27K | Buy |
403
+103
| +34% | +$6.9K | 0.01% | 230 |
|
|
2015
Q3 | $20K | Buy |
+300
| New | +$20K | 0.01% | 234 |
|