Coppell Advisory Solutions’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-46
| Closed | -$5.75K | – | 1867 |
|
|
2024
Q4 | $5.75K | Buy |
+46
| New | +$5.75K | ﹤0.01% | 1286 |
|
|
2024
Q3 | – | Sell |
-108
| Closed | -$11.3K | – | 1972 |
|
|
2024
Q2 | $11.3K | Buy |
+108
| New | +$11.3K | ﹤0.01% | 971 |
|
|
2023
Q4 | – | Sell |
-300
| Closed | -$19.7K | – | 1876 |
|
|
2023
Q3 | $19.7K | Hold |
300
| – | – | 0.01% | 500 |
|
|
2023
Q2 | $24.1K | Buy |
+300
| New | +$24.1K | 0.01% | 522 |
|
|
2023
Q1 | – | Sell |
-300
| Closed | -$19.7K | – | 1084 |
|
|
2022
Q4 | $19.7K | Buy |
+300
| New | +$19.7K | 0.01% | 505 |
|