DSC
Duncker Streett & Co’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61K | Hold |
17
| – | – | ﹤0.01% | 470 |
|
|
2025
Q1 | $2.61K | Hold |
17
| – | – | ﹤0.01% | 464 |
|
|
2024
Q4 | $2.14K | Hold |
17
| – | – | ﹤0.01% | 494 |
|
|
2024
Q3 | $2.18K | Hold |
17
| – | – | ﹤0.01% | 448 |
|
|
2024
Q2 | $1.77K | Buy |
+17
| New | +$1.77K | ﹤0.01% | 451 |
|
|
2020
Q3 | – | Sell |
-241
| Closed | -$12K | – | 524 |
|
|
2020
Q2 | $12K | Sell |
241
-355
| -60% | -$17.7K | ﹤0.01% | 430 |
|
|
2020
Q1 | $27K | Hold |
596
| – | – | 0.01% | 368 |
|
|
2019
Q4 | $49K | Buy |
+596
| New | +$49K | 0.01% | 354 |
|
|
2019
Q3 | – | Sell |
-591
| Closed | -$48K | – | 508 |
|
|
2019
Q2 | $48K | Buy |
591
+128
| +28% | +$10.4K | 0.01% | 366 |
|
|
2019
Q1 | $36K | Buy |
463
+2
| +0.4% | +$156 | 0.01% | 399 |
|
|
2018
Q4 | $32K | Buy |
461
+3
| +0.7% | +$208 | 0.01% | 394 |
|
|
2018
Q3 | $29K | Sell |
458
-230
| -33% | -$14.6K | 0.01% | 433 |
|
|
2018
Q2 | $43K | Buy |
688
+7
| +1% | +$438 | 0.01% | 403 |
|
|
2018
Q1 | $37K | Sell |
681
-294
| -30% | -$16K | 0.01% | 420 |
|
|
2017
Q4 | $62K | Buy |
975
+10
| +1% | +$636 | 0.02% | 378 |
|
|
2017
Q3 | $68K | Sell |
965
-172
| -15% | -$12.1K | 0.02% | 355 |
|
|
2017
Q2 | $85K | Sell |
1,137
-447
| -28% | -$33.4K | 0.03% | 336 |
|
|
2017
Q1 | $112K | Buy |
1,584
+511
| +48% | +$36.1K | 0.04% | 303 |
|
|
2016
Q4 | $72K | Sell |
1,073
-105
| -9% | -$7.05K | 0.02% | 347 |
|
|
2016
Q3 | $88K | Buy |
1,178
+126
| +12% | +$9.41K | 0.03% | 307 |
|
|
2016
Q2 | $80K | Buy |
1,052
+822
| +357% | +$62.5K | 0.03% | 306 |
|
|
2016
Q1 | $16K | Hold |
230
| – | – | 0.01% | 470 |
|
|
2015
Q4 | $16K | Sell |
230
-70
| -23% | -$4.87K | 0.01% | 476 |
|
|
2015
Q3 | $20K | Buy |
300
+70
| +30% | +$4.67K | 0.01% | 452 |
|
|
2015
Q2 | $15K | Hold |
230
| – | – | 0.01% | 494 |
|
|
2015
Q1 | $18K | Hold |
230
| – | – | 0.01% | 477 |
|
|
2014
Q4 | $17K | Hold |
230
| – | – | 0.01% | 481 |
|
|
2014
Q3 | $14K | Hold |
230
| – | – | ﹤0.01% | 496 |
|
|
2014
Q2 | $14K | Hold |
230
| – | – | ﹤0.01% | 496 |
|
|
2014
Q1 | $14K | Hold |
230
| – | – | 0.01% | 483 |
|
|
2013
Q4 | $12K | Hold |
230
| – | – | ﹤0.01% | 476 |
|
|
2013
Q3 | $14K | Hold |
230
| – | – | 0.01% | 446 |
|
|
2013
Q2 | $15K | Buy |
+230
| New | +$15K | 0.01% | 447 |
|