Dynamic Advisor Solutions’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Buy |
1,866
+107
| +6% | +$16.4K | 0.01% | 760 |
|
|
2025
Q1 | $269K | Buy |
+1,759
| New | +$269K | 0.01% | 744 |
|
|
2024
Q4 | – | Sell |
-3,138
| Closed | -$402K | – | 914 |
|
|
2024
Q3 | $402K | Buy |
3,138
+56
| +2% | +$7.17K | 0.01% | 665 |
|
|
2024
Q2 | $321K | Sell |
3,082
-636
| -17% | -$66.3K | 0.01% | 743 |
|
|
2024
Q1 | $347K | Buy |
3,718
+106
| +3% | +$9.91K | 0.01% | 710 |
|
|
2023
Q4 | $320K | Buy |
3,612
+363
| +11% | +$32.1K | 0.01% | 694 |
|
|
2023
Q3 | $266K | Buy |
+3,249
| New | +$266K | 0.01% | 692 |
|
|
2020
Q3 | – | Sell |
-12,239
| Closed | -$633K | – | 612 |
|
|
2020
Q2 | $633K | Buy |
+12,239
| New | +$633K | 0.09% | 243 |
|