Eudaimonia Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $318K | Hold |
3,406
| – | – | 0.17% | 123 |
|
|
2023
Q4 | $307K | Hold |
3,406
| – | – | 0.2% | 121 |
|
|
2023
Q3 | $279K | Hold |
3,406
| – | – | 0.2% | 124 |
|
|
2023
Q2 | $276K | Hold |
3,406
| – | – | 0.18% | 126 |
|
|
2023
Q1 | $244K | Hold |
3,406
| – | – | 0.16% | 135 |
|
|
2022
Q4 | $223K | Hold |
3,406
| – | – | 0.15% | 134 |
|
|
2022
Q3 | $219K | Hold |
3,406
| – | – | 0.15% | 132 |
|
|
2022
Q2 | $280K | Sell |
3,406
-136
| -4% | -$11.2K | 0.19% | 118 |
|
|
2022
Q1 | $341K | Sell |
3,542
-152
| -4% | -$14.6K | 0.2% | 117 |
|
|
2021
Q4 | $317K | Buy |
+3,694
| New | +$317K | 0.19% | 120 |
|