First Trust Direct Indexing’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.68M | Buy |
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|
2024
Q2 | $1.84M | Buy |
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|
2024
Q1 | $1.39M | Buy |
|
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|
2023
Q4 | $1.15M | Buy |
|
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|
2023
Q3 | $882K | Buy |
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|
2023
Q2 | $824K | Buy |
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|
2023
Q1 | $695K | Buy |
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|
2022
Q4 | $562K | Buy |
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|
2022
Q3 | $433K | Sell |
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|
2022
Q2 | $571K | Buy |
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|
2022
Q1 | $481K | Buy |
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|
2021
Q4 | $387K | Buy |
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|
2021
Q3 | $352K | Sell |
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|
2021
Q2 | $650K | Buy |
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|
2021
Q1 | $495K | Buy |
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|
2020
Q4 | $384K | Buy |
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