EMFO LLC’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,150
| Closed | -$104K | – | 297 |
|
|
2023
Q4 | $104K | Hold |
1,150
| – | – | 0.1% | 117 |
|
|
2023
Q3 | $94.2K | Hold |
1,150
| – | – | 0.09% | 126 |
|
|
2023
Q2 | $93K | Hold |
1,150
| – | – | 0.08% | 132 |
|
|
2023
Q1 | $82.4K | Hold |
1,150
| – | – | 0.08% | 139 |
|
|
2022
Q4 | $75.4K | Hold |
1,150
| – | – | 0.08% | 140 |
|
|
2022
Q3 | $74K | Hold |
1,150
| – | – | 0.07% | 156 |
|
|
2022
Q2 | $95K | Hold |
1,150
| – | – | 0.1% | 136 |
|
|
2022
Q1 | $111K | Hold |
1,150
| – | – | 0.1% | 139 |
|
|
2021
Q4 | $99K | Hold |
1,150
| – | – | 0.09% | 145 |
|
|
2021
Q3 | $95K | Hold |
1,150
| – | – | 0.08% | 156 |
|
|
2021
Q2 | $96K | Buy |
+1,150
| New | +$96K | 0.08% | 152 |
|