GLA
Good Life Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $854K | Sell |
5,554
-190
| -3% | -$29.2K | 0.05% | 223 |
|
|
2025
Q1 | $880K | Buy |
5,744
+69
| +1% | +$10.6K | 0.06% | 207 |
|
|
2024
Q4 | $715K | Buy |
5,675
+571
| +11% | +$72K | 0.05% | 232 |
|
|
2024
Q3 | $653K | Sell |
5,104
-91
| -2% | -$11.7K | 0.04% | 287 |
|
|
2024
Q2 | $542K | Buy |
5,195
+137
| +3% | +$14.3K | 0.04% | 247 |
|
|
2024
Q1 | $473K | Buy |
5,058
+10
| +0.2% | +$934 | 0.04% | 260 |
|
|
2023
Q4 | $455K | Buy |
5,048
+60
| +1% | +$5.41K | 0.05% | 246 |
|
|
2023
Q3 | $409K | Sell |
4,988
-31
| -0.6% | -$2.54K | 0.05% | 242 |
|
|
2023
Q2 | $406K | Buy |
5,019
+651
| +15% | +$52.7K | 0.05% | 255 |
|
|
2023
Q1 | $313K | Buy |
4,368
+80
| +2% | +$5.74K | 0.04% | 289 |
|
|
2022
Q4 | $281K | Buy |
4,288
+52
| +1% | +$3.41K | 0.04% | 286 |
|
|
2022
Q3 | $272K | Sell |
4,236
-47
| -1% | -$3.02K | 0.04% | 264 |
|
|
2022
Q2 | $353K | Sell |
4,283
-42
| -1% | -$3.46K | 0.05% | 236 |
|
|
2022
Q1 | $416K | Sell |
4,325
-141
| -3% | -$13.6K | 0.05% | 237 |
|
|
2021
Q4 | $383K | Buy |
4,466
+172
| +4% | +$14.8K | 0.05% | 251 |
|
|
2021
Q3 | $354K | Sell |
4,294
-90
| -2% | -$7.42K | 0.05% | 250 |
|
|
2021
Q2 | $364K | Buy |
4,384
+113
| +3% | +$9.38K | 0.07% | 204 |
|
|
2021
Q1 | $308K | Sell |
4,271
-109
| -2% | -$7.86K | 0.06% | 217 |
|
|
2020
Q4 | $289K | Buy |
4,380
+133
| +3% | +$8.78K | 0.07% | 196 |
|
|
2020
Q3 | $233K | Buy |
4,247
+294
| +7% | +$16.1K | 0.06% | 204 |
|
|
2020
Q2 | $205K | Buy |
+3,953
| New | +$205K | 0.06% | 228 |
|
|
2020
Q1 | – | Sell |
-3,077
| Closed | -$247K | – | 275 |
|
|
2019
Q4 | $247K | Buy |
3,077
+273
| +10% | +$21.9K | 0.07% | 209 |
|
|
2019
Q3 | $259K | Sell |
2,804
-131
| -4% | -$12.1K | 0.08% | 197 |
|
|
2019
Q2 | $235K | Sell |
2,935
-11
| -0.4% | -$881 | 0.07% | 207 |
|
|
2019
Q1 | $230K | Sell |
2,946
-332
| -10% | -$25.9K | 0.07% | 206 |
|
|
2018
Q4 | $228K | Buy |
+3,278
| New | +$228K | 0.07% | 199 |
|
|
2018
Q1 | – | Sell |
-3,712
| Closed | -$232K | – | 236 |
|
|
2017
Q4 | $232K | Sell |
3,712
-69
| -2% | -$4.31K | 0.07% | 196 |
|
|
2017
Q3 | $257K | Sell |
3,781
-176
| -4% | -$12K | 0.1% | 164 |
|
|
2017
Q2 | $288K | Sell |
3,957
-368
| -9% | -$26.8K | 0.13% | 147 |
|
|
2017
Q1 | $307K | Buy |
4,325
+214
| +5% | +$15.2K | 0.15% | 131 |
|
|
2016
Q4 | $273K | Buy |
+4,111
| New | +$273K | 0.16% | 105 |
|