Dean Investment Associates’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-26,448
| Closed | -$3.39M | – | 229 |
|
|
2024
Q3 | $3.39M | Sell |
26,448
-864
| -3% | -$111K | 0.46% | 92 |
|
|
2024
Q2 | $2.85M | Buy |
27,312
+4,634
| +20% | +$483K | 0.4% | 107 |
|
|
2024
Q1 | $2.12M | Buy |
22,678
+106
| +0.5% | +$9.91K | 0.29% | 141 |
|
|
2023
Q4 | $2.04M | Sell |
22,572
-679
| -3% | -$61.2K | 0.29% | 145 |
|
|
2023
Q3 | $1.9M | Buy |
23,251
+5,279
| +29% | +$432K | 0.31% | 127 |
|
|
2023
Q2 | $1.45M | Sell |
17,972
-496
| -3% | -$40.1K | 0.24% | 157 |
|
|
2023
Q1 | $1.32M | Buy |
18,468
+3,014
| +20% | +$216K | 0.21% | 163 |
|
|
2022
Q4 | $1.01M | Buy |
+15,454
| New | +$1.01M | 0.17% | 179 |
|