Birchbrook’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.01K | Buy |
59
+1
| +2% | +$153 | ﹤0.01% | 196 |
|
|
2025
Q1 | $8.94K | Sell |
58
-150
| -72% | -$23.1K | 0.01% | 195 |
|
|
2024
Q4 | $26.2K | Buy |
208
+150
| +259% | +$18.9K | 0.01% | 149 |
|
|
2024
Q3 | $7.4K | Buy |
58
+1
| +2% | +$128 | ﹤0.01% | 196 |
|
|
2024
Q2 | $5.99K | Hold |
57
| – | – | ﹤0.01% | 208 |
|
|
2024
Q1 | $5.34K | Hold |
57
| – | – | ﹤0.01% | 219 |
|
|
2023
Q4 | $5.12K | Buy |
+57
| New | +$5.12K | ﹤0.01% | 239 |
|