Avitas Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.06M | Buy |
24,294
+134
| +0.6% | +$16.9K | 0.42% | 57 |
|
|
2024
Q3 | $3.09M | Buy |
24,160
+340
| +1% | +$43.5K | 0.43% | 60 |
|
|
2024
Q2 | $2.48M | Buy |
23,820
+65
| +0.3% | +$6.78K | 0.36% | 70 |
|
|
2024
Q1 | $2.22M | Buy |
23,755
+281
| +1% | +$26.3K | 0.34% | 79 |
|
|
2023
Q4 | $2.12M | Buy |
23,474
+760
| +3% | +$68.5K | 0.35% | 83 |
|
|
2023
Q3 | $1.86M | Sell |
22,714
-185
| -0.8% | -$15.2K | 0.35% | 83 |
|
|
2023
Q2 | $1.85M | Buy |
22,899
+152
| +0.7% | +$12.3K | 0.34% | 87 |
|
|
2023
Q1 | $1.63M | Sell |
22,747
-233
| -1% | -$16.7K | 0.32% | 90 |
|
|
2022
Q4 | $1.51M | Buy |
+22,980
| New | +$1.51M | 0.32% | 87 |
|