Cambridge Trust’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $14K | Hold |
150
| – | – | ﹤0.01% | 553 |
|
|
2023
Q4 | $13.5K | Hold |
150
| – | – | ﹤0.01% | 550 |
|
|
2023
Q3 | $12.3K | Hold |
150
| – | – | ﹤0.01% | 562 |
|
|
2023
Q2 | $12.1K | Hold |
150
| – | – | ﹤0.01% | 583 |
|
|
2023
Q1 | $10.8K | Hold |
150
| – | – | ﹤0.01% | 621 |
|
|
2022
Q4 | $10K | Hold |
150
| – | – | ﹤0.01% | 639 |
|
|
2022
Q3 | $10K | Hold |
150
| – | – | ﹤0.01% | 651 |
|
|
2022
Q2 | $12K | Hold |
150
| – | – | ﹤0.01% | 668 |
|
|
2022
Q1 | $14K | Sell |
150
-85
| -36% | -$7.93K | ﹤0.01% | 714 |
|
|
2021
Q4 | $20K | Buy |
+235
| New | +$20K | ﹤0.01% | 696 |
|