Eagle Bay Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-34
| Closed | -$4.29K | – | 945 |
|
|
2024
Q4 | $4.29K | Hold |
34
| – | – | ﹤0.01% | 735 |
|
|
2024
Q3 | $4.35K | Hold |
34
| – | – | ﹤0.01% | 1053 |
|
|
2024
Q2 | $3.55K | Buy |
+34
| New | +$3.55K | ﹤0.01% | 784 |
|
|
2023
Q3 | – | Sell |
-15
| Closed | -$1.21K | – | 880 |
|
|
2023
Q2 | $1.21K | Hold |
15
| – | – | ﹤0.01% | 793 |
|
|
2023
Q1 | $1.08K | Hold |
15
| – | – | ﹤0.01% | 808 |
|
|
2022
Q4 | $983 | Hold |
15
| – | – | ﹤0.01% | 811 |
|
|
2022
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 875 |
|
|
2022
Q2 | $1.24K | Buy |
+15
| New | +$1.24K | ﹤0.01% | 837 |
|
|
2021
Q4 | – | Sell |
-33
| Closed | -$3K | – | 1213 |
|
|
2021
Q3 | $3K | Sell |
33
-137
| -81% | -$12.5K | ﹤0.01% | 865 |
|
|
2021
Q2 | $15K | Buy |
+170
| New | +$15K | 0.01% | 610 |
|