Gradient Investments’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-596
| Closed | -$62.1K | – | 1303 |
|
|
2024
Q2 | $62.1K | Buy |
596
+28
| +5% | +$2.92K | ﹤0.01% | 467 |
|
|
2024
Q1 | $53.1K | Sell |
568
-187
| -25% | -$17.5K | ﹤0.01% | 426 |
|
|
2023
Q4 | $68.1K | Buy |
755
+33
| +5% | +$2.98K | ﹤0.01% | 485 |
|
|
2023
Q3 | $59.1K | Sell |
722
-52
| -7% | -$4.26K | ﹤0.01% | 469 |
|
|
2023
Q2 | $62.6K | Buy |
774
+15
| +2% | +$1.21K | ﹤0.01% | 468 |
|
|
2023
Q1 | $54.4K | Hold |
759
| – | – | ﹤0.01% | 483 |
|
|
2022
Q4 | $49.8K | Hold |
759
| – | – | ﹤0.01% | 507 |
|
|
2022
Q3 | $49K | Sell |
759
-13
| -2% | -$839 | ﹤0.01% | 486 |
|
|
2022
Q2 | $64K | Sell |
772
-117
| -13% | -$9.7K | ﹤0.01% | 435 |
|
|
2022
Q1 | $85K | Buy |
889
+75
| +9% | +$7.17K | ﹤0.01% | 391 |
|
|
2021
Q4 | $70K | Buy |
814
+200
| +33% | +$17.2K | ﹤0.01% | 420 |
|
|
2021
Q3 | $51K | Hold |
614
| – | – | ﹤0.01% | 478 |
|
|
2021
Q2 | $51K | Buy |
614
+97
| +19% | +$8.06K | ﹤0.01% | 468 |
|
|
2021
Q1 | $37K | Hold |
517
| – | – | ﹤0.01% | 509 |
|
|
2020
Q4 | $28K | Hold |
517
| – | – | ﹤0.01% | 506 |
|
|
2020
Q3 | $28K | Hold |
517
| – | – | ﹤0.01% | 510 |
|
|
2020
Q2 | $27K | Buy |
517
+41
| +9% | +$2.14K | ﹤0.01% | 484 |
|
|
2020
Q1 | $22K | Hold |
476
| – | – | ﹤0.01% | 503 |
|
|
2019
Q4 | $39K | Sell |
476
-49
| -9% | -$4.02K | ﹤0.01% | 445 |
|
|
2019
Q3 | $48K | Buy |
525
+28
| +6% | +$2.56K | ﹤0.01% | 399 |
|
|
2019
Q2 | $41K | Buy |
497
+425
| +590% | +$35.1K | ﹤0.01% | 409 |
|
|
2019
Q1 | $6K | Sell |
72
-413
| -85% | -$34.4K | ﹤0.01% | 631 |
|
|
2018
Q4 | $34K | Sell |
485
-27
| -5% | -$1.89K | ﹤0.01% | 389 |
|
|
2018
Q3 | $33K | Hold |
512
| – | – | ﹤0.01% | 416 |
|
|
2018
Q2 | $32K | Sell |
512
-200
| -28% | -$12.5K | ﹤0.01% | 405 |
|
|
2018
Q1 | $39K | Sell |
712
-3
| -0.4% | -$164 | ﹤0.01% | 381 |
|
|
2017
Q4 | $46K | Buy |
+715
| New | +$46K | ﹤0.01% | 362 |
|
|
2017
Q2 | – | Sell |
-85
| Closed | -$6K | – | 922 |
|
|
2017
Q1 | $6K | Buy |
+85
| New | +$6K | ﹤0.01% | 596 |
|
|
2015
Q1 | – | Sell |
-965
| Closed | -$73K | – | 703 |
|
|
2014
Q4 | $73K | Buy |
+965
| New | +$73K | 0.01% | 206 |
|