BWP
Balboa Wealth Partners’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Buy |
3,594
+488
| +16% | +$75K | 0.11% | 146 |
|
|
2025
Q1 | $476K | Buy |
3,106
+583
| +23% | +$89.3K | 0.11% | 135 |
|
|
2024
Q4 | $318K | Sell |
2,523
-1,235
| -33% | -$156K | 0.07% | 200 |
|
|
2024
Q3 | $481K | Buy |
3,758
+1,126
| +43% | +$144K | 0.12% | 146 |
|
|
2024
Q2 | $274K | Sell |
2,632
-10
| -0.4% | -$1.04K | 0.07% | 205 |
|
|
2024
Q1 | $247K | Sell |
2,642
-204
| -7% | -$19.1K | 0.07% | 195 |
|
|
2023
Q4 | $257K | Sell |
2,846
-629
| -18% | -$56.7K | 0.09% | 181 |
|
|
2023
Q3 | $285K | Buy |
3,475
+633
| +22% | +$51.9K | 0.11% | 166 |
|
|
2023
Q2 | $230K | Buy |
+2,842
| New | +$230K | 0.08% | 207 |
|