GA
GoalVest Advisory’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10
| Closed | -$1.53K | – | 529 |
|
|
2025
Q1 | $1.53K | Buy |
+10
| New | +$1.53K | ﹤0.01% | 315 |
|
|
2022
Q2 | – | Sell |
-10
| Closed | -$1K | – | 553 |
|
|
2022
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 371 |
|
|
2021
Q2 | $451K | Sell |
5,432
-5,090
| -48% | -$423K | 0.28% | 90 |
|
|
2021
Q1 | $754K | Buy |
10,522
+5,732
| +120% | +$411K | 0.56% | 59 |
|
|
2020
Q4 | $310K | Buy |
+4,790
| New | +$310K | 0.26% | 85 |
|