CWP
Concord Wealth Partners’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-117
| Closed | -$14.8K | – | 983 |
|
|
2024
Q4 | $14.8K | Hold |
117
| – | – | ﹤0.01% | 491 |
|
|
2024
Q3 | $14.9K | Sell |
117
-31
| -21% | -$3.96K | ﹤0.01% | 512 |
|
|
2024
Q2 | $15.4K | Buy |
148
+8
| +6% | +$834 | ﹤0.01% | 465 |
|
|
2024
Q1 | $13.1K | Hold |
140
| – | – | ﹤0.01% | 543 |
|
|
2023
Q4 | $12.6K | Buy |
140
+1
| +0.7% | +$90 | ﹤0.01% | 543 |
|
|
2023
Q3 | $11.4K | Buy |
139
+1
| +0.7% | +$82 | ﹤0.01% | 598 |
|
|
2023
Q2 | $11.2K | Buy |
138
+1
| +0.7% | +$81 | ﹤0.01% | 588 |
|
|
2023
Q1 | $9.82K | Buy |
+137
| New | +$9.82K | ﹤0.01% | 597 |
|
|
2022
Q2 | – | Sell |
-8
| Closed | -$1K | – | 1395 |
|
|
2022
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 1263 |
|
|
2021
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1276 |
|
|
2021
Q3 | – | Sell |
-38
| Closed | -$3K | – | 1043 |
|
|
2021
Q2 | $3K | Sell |
38
-282
| -88% | -$22.3K | ﹤0.01% | 847 |
|
|
2021
Q1 | $23K | Sell |
320
-34
| -10% | -$2.44K | 0.01% | 461 |
|
|
2020
Q4 | $23K | Buy |
+354
| New | +$23K | 0.02% | 298 |
|