Castleview Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-17
| Closed | -$1.77K | – | 928 |
|
|
2024
Q2 | $1.77K | Sell |
17
-13
| -43% | -$1.36K | ﹤0.01% | 756 |
|
|
2024
Q1 | $2.8K | Sell |
30
-470
| -94% | -$43.9K | ﹤0.01% | 711 |
|
|
2023
Q4 | $45.1K | Buy |
500
+471
| +1,624% | +$42.5K | 0.03% | 314 |
|
|
2023
Q3 | $2.38K | Hold |
29
| – | – | ﹤0.01% | 546 |
|
|
2023
Q2 | $2.35K | Buy |
29
+11
| +61% | +$890 | ﹤0.01% | 570 |
|
|
2023
Q1 | $1.29K | Buy |
+18
| New | +$1.29K | ﹤0.01% | 596 |
|
|
2021
Q2 | $57K | Buy |
+687
| New | +$57K | 0.03% | 380 |
|