Dynamic Technology Lab’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,561
| Closed | -$426K | – | 1437 |
|
|
2024
Q1 | $426K | Buy |
+4,561
| New | +$426K | 0.05% | 657 |
|
|
2023
Q4 | – | Sell |
-4,178
| Closed | -$342K | – | 1436 |
|
|
2023
Q3 | $342K | Buy |
+4,178
| New | +$342K | 0.03% | 606 |
|
|
2022
Q2 | – | Sell |
-2,151
| Closed | -$207K | – | 1578 |
|
|
2022
Q1 | $207K | Buy |
+2,151
| New | +$207K | 0.02% | 934 |
|
|
2016
Q4 | – | Sell |
-3,000
| Closed | -$225K | – | 1193 |
|
|
2016
Q3 | $225K | Buy |
+3,000
| New | +$225K | 0.06% | 665 |
|
|
2015
Q3 | – | Sell |
-12,100
| Closed | -$794K | – | 1074 |
|
|
2015
Q2 | $794K | Buy |
12,100
+7,506
| +163% | +$493K | 0.28% | 50 |
|
|
2015
Q1 | $355K | Sell |
4,594
-1,876
| -29% | -$145K | 0.15% | 282 |
|
|
2014
Q4 | $490K | Buy |
+6,470
| New | +$490K | 0.25% | 88 |
|