Front Row Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-58
| Closed | -$6.05K | – | 849 |
|
|
2024
Q2 | $6.05K | Hold |
58
| – | – | ﹤0.01% | 692 |
|
|
2024
Q1 | $5.42K | Buy |
+58
| New | +$5.42K | ﹤0.01% | 715 |
|
|
2023
Q4 | – | Sell |
-58
| Closed | -$4.75K | – | 816 |
|
|
2023
Q3 | $4.75K | Hold |
58
| – | – | ﹤0.01% | 683 |
|
|
2023
Q2 | $5K | Hold |
58
| – | – | ﹤0.01% | 689 |
|
|
2023
Q1 | $4K | Hold |
58
| – | – | ﹤0.01% | 740 |
|
|
2022
Q4 | $4K | Hold |
58
| – | – | ﹤0.01% | 705 |
|
|
2022
Q3 | $4K | Hold |
58
| – | – | ﹤0.01% | 723 |
|
|
2022
Q2 | $5K | Hold |
58
| – | – | ﹤0.01% | 689 |
|
|
2022
Q1 | $6K | Sell |
58
-29
| -33% | -$3K | ﹤0.01% | 692 |
|
|
2021
Q4 | $7K | Hold |
87
| – | – | ﹤0.01% | 679 |
|
|
2021
Q3 | $7K | Hold |
87
| – | – | ﹤0.01% | 673 |
|
|
2021
Q2 | $7K | Sell |
87
-7
| -7% | -$563 | ﹤0.01% | 667 |
|
|
2021
Q1 | $7K | Hold |
94
| – | – | ﹤0.01% | 654 |
|
|
2020
Q4 | $6K | Hold |
94
| – | – | ﹤0.01% | 660 |
|
|
2020
Q3 | $6K | Sell |
94
-4
| -4% | -$255 | ﹤0.01% | 658 |
|
|
2020
Q2 | $5K | Hold |
98
| – | – | ﹤0.01% | 653 |
|
|
2020
Q1 | $5K | Hold |
98
| – | – | ﹤0.01% | 637 |
|
|
2019
Q4 | $8K | Hold |
98
| – | – | 0.01% | 514 |
|
|
2019
Q3 | $9K | Sell |
98
-5
| -5% | -$459 | 0.01% | 468 |
|
|
2019
Q2 | $8K | Hold |
103
| – | – | 0.01% | 489 |
|
|
2019
Q1 | $8K | Hold |
103
| – | – | 0.01% | 492 |
|
|
2018
Q4 | $7K | Hold |
103
| – | – | 0.01% | 483 |
|
|
2018
Q3 | $7 | Buy |
103
+45
| +78% | +$3 | ﹤0.01% | 500 |
|
|
2018
Q2 | $4 | Hold |
58
| – | – | ﹤0.01% | 704 |
|
|
2018
Q1 | $3K | Hold |
58
| – | – | ﹤0.01% | 731 |
|
|
2017
Q4 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 587 |
|