EI
Ellevest Inc’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
6,716
+414
| +7% | +$63.6K | 0.16% | 95 |
|
|
2025
Q1 | $966K | Buy |
6,302
+808
| +15% | +$124K | 0.06% | 106 |
|
|
2024
Q4 | $692K | Buy |
5,494
+1,049
| +24% | +$132K | 0.04% | 148 |
|
|
2024
Q3 | $569K | Sell |
4,445
-937
| -17% | -$120K | 0.03% | 187 |
|
|
2024
Q2 | $561K | Buy |
5,382
+656
| +14% | +$68.4K | 0.03% | 185 |
|
|
2024
Q1 | $442K | Buy |
4,726
+144
| +3% | +$13.5K | 0.03% | 232 |
|
|
2023
Q4 | $413K | Buy |
+4,582
| New | +$413K | 0.03% | 230 |
|
|
2023
Q2 | – | Sell |
-582
| Closed | -$41.7K | – | 1638 |
|
|
2023
Q1 | $41.7K | Sell |
582
-103
| -15% | -$7.38K | ﹤0.01% | 646 |
|
|
2022
Q4 | $44.9K | Sell |
685
-161
| -19% | -$10.6K | ﹤0.01% | 635 |
|
|
2022
Q3 | $54K | Sell |
846
-459
| -35% | -$29.3K | 0.01% | 561 |
|
|
2022
Q2 | $107K | Sell |
1,305
-29
| -2% | -$2.38K | 0.01% | 395 |
|
|
2022
Q1 | $128K | Sell |
1,334
-2,267
| -63% | -$218K | 0.01% | 373 |
|
|
2021
Q4 | $309K | Sell |
3,601
-178
| -5% | -$15.3K | 0.03% | 202 |
|
|
2021
Q3 | $311K | Buy |
3,779
+673
| +22% | +$55.4K | 0.03% | 185 |
|
|
2021
Q2 | $258K | Sell |
3,106
-14
| -0.4% | -$1.16K | 0.03% | 201 |
|
|
2021
Q1 | $223K | Buy |
3,120
+613
| +24% | +$43.8K | 0.03% | 201 |
|
|
2020
Q4 | $162K | Buy |
2,507
+666
| +36% | +$43K | 0.02% | 201 |
|
|
2020
Q3 | $101K | Buy |
1,841
+507
| +38% | +$27.8K | 0.02% | 259 |
|
|
2020
Q2 | $69K | Buy |
1,334
+479
| +56% | +$24.8K | 0.01% | 310 |
|
|
2020
Q1 | $39K | Buy |
855
+392
| +85% | +$17.9K | 0.01% | 283 |
|
|
2019
Q4 | $38K | Buy |
463
+363
| +363% | +$29.8K | 0.01% | 257 |
|
|
2019
Q3 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 231 |
|