Financial Gravity Companies’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $769 | Buy |
+5
| New | +$769 | ﹤0.01% | 823 |
|
|
2024
Q4 | $630 | Hold |
5
| – | – | ﹤0.01% | 846 |
|
|
2024
Q3 | $640 | Buy |
+5
| New | +$640 | ﹤0.01% | 567 |
|
|
2018
Q4 | $8K | Buy |
+99
| New | +$8K | 0.01% | 639 |
|
|
2018
Q1 | – | Sell |
-281
| Closed | -$17K | – | 1681 |
|
|
2017
Q4 | $17K | Buy |
+281
| New | +$17K | 0.02% | 505 |
|