Elequin Capital’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 |
-408
| Closed | -$51.4K | – | 622 |
|
|
2024
Q4 | $51.4K | Sell |
408
-11
| -3% | -$1.39K | ﹤0.01% | 141 |
|
|
2024
Q3 | $53.6K | Buy |
419
+245
| +141% | +$31.4K | 0.01% | 43 |
|
|
2024
Q2 | $18.1K | Sell |
174
-43
| -20% | -$4.48K | ﹤0.01% | 90 |
|
|
2024
Q1 | $20.3K | Buy |
+217
| New | +$20.3K | ﹤0.01% | 51 |
|
|
2023
Q4 | – | Sell |
-13,803
| Closed | -$1.13M | – | 496 |
|
|
2023
Q3 | $1.13M | Buy |
13,803
+8,551
| +163% | +$700K | 0.22% | 27 |
|
|
2023
Q2 | $425K | Buy |
+5,252
| New | +$425K | 0.22% | 54 |
|