FAFN
First Affirmative Financial Network’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $289K | Sell |
1,887
-231
| -11% | -$35.4K | 0.18% | 165 |
|
|
2024
Q4 | $267K | Buy |
2,118
+280
| +15% | +$35.3K | 0.15% | 178 |
|
|
2024
Q3 | $235K | Buy |
+1,838
| New | +$235K | 0.13% | 218 |
|
|
2022
Q3 | – | Sell |
-2,920
| Closed | -$240K | – | 151 |
|
|
2022
Q2 | $240K | Sell |
2,920
-246
| -8% | -$20.2K | 0.27% | 112 |
|
|
2022
Q1 | $304K | Sell |
3,166
-14
| -0.4% | -$1.34K | 0.29% | 107 |
|
|
2021
Q4 | $273K | Buy |
3,180
+161
| +5% | +$13.8K | 0.25% | 121 |
|
|
2021
Q3 | $249K | Buy |
+3,019
| New | +$249K | 0.26% | 118 |
|