Disciplined Investments’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-387
| Closed | -$31.3K | – | 1543 |
|
|
2023
Q2 | $31.3K | Hold |
387
| – | – | 0.02% | 239 |
|
|
2023
Q1 | $27.7K | Hold |
387
| – | – | 0.01% | 279 |
|
|
2022
Q4 | $25.4K | Hold |
387
| – | – | 0.01% | 268 |
|
|
2022
Q3 | $25K | Hold |
387
| – | – | 0.01% | 289 |
|
|
2022
Q2 | $32K | Hold |
387
| – | – | 0.01% | 267 |
|
|
2022
Q1 | $37K | Buy |
+387
| New | +$37K | 0.02% | 257 |
|