GBT
Grove Bank & Trust’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.6K | Buy |
212
+65
| +44% | +$9.99K | ﹤0.01% | 470 |
|
|
2025
Q1 | $22.5K | Sell |
147
-552
| -79% | -$84.6K | ﹤0.01% | 510 |
|
|
2024
Q4 | $88.1K | Buy |
699
+10
| +1% | +$1.26K | 0.01% | 310 |
|
|
2024
Q3 | $88.2K | Buy |
689
+29
| +4% | +$3.71K | 0.01% | 305 |
|
|
2024
Q2 | $68.8K | Sell |
660
-90
| -12% | -$9.38K | 0.01% | 320 |
|
|
2024
Q1 | $70.1K | Hold |
750
| – | – | 0.01% | 327 |
|
|
2023
Q4 | $67.6K | Sell |
750
-280
| -27% | -$25.2K | 0.01% | 323 |
|
|
2023
Q3 | $84.4K | Hold |
1,030
| – | – | 0.02% | 308 |
|
|
2023
Q2 | $83.3K | Hold |
1,030
| – | – | 0.02% | 311 |
|
|
2023
Q1 | $73.8K | Buy |
1,030
+85
| +9% | +$6.09K | 0.02% | 329 |
|
|
2022
Q4 | $62K | Buy |
+945
| New | +$62K | 0.01% | 349 |
|
|
2020
Q2 | – | Sell |
-7,056
| Closed | -$323K | – | 184 |
|
|
2020
Q1 | $323K | Buy |
7,056
+544
| +8% | +$24.9K | 0.13% | 134 |
|
|
2019
Q4 | $533K | Sell |
6,512
-121
| -2% | -$9.9K | 0.16% | 122 |
|
|
2019
Q3 | $601K | Buy |
6,633
+507
| +8% | +$45.9K | 0.19% | 113 |
|
|
2019
Q2 | $500K | Buy |
6,126
+6
| +0.1% | +$490 | 0.18% | 113 |
|
|
2019
Q1 | $475K | Buy |
6,120
+21
| +0.3% | +$1.63K | 0.18% | 116 |
|
|
2018
Q4 | $423K | Sell |
6,099
-350
| -5% | -$24.3K | 0.2% | 111 |
|
|
2018
Q3 | $415K | Sell |
6,449
-836
| -11% | -$53.8K | 0.17% | 116 |
|
|
2018
Q2 | $457K | Sell |
7,285
-510
| -7% | -$32K | 0.19% | 113 |
|
|
2018
Q1 | $425K | Buy |
7,795
+609
| +8% | +$33.2K | 0.19% | 120 |
|
|
2017
Q4 | $458K | Sell |
7,186
-3,290
| -31% | -$210K | 0.2% | 112 |
|
|
2017
Q3 | $737K | Buy |
10,476
+3,202
| +44% | +$225K | 0.36% | 68 |
|
|
2017
Q2 | $544K | Buy |
7,274
+428
| +6% | +$32K | 0.35% | 72 |
|
|
2017
Q1 | $485K | Sell |
6,846
-2,733
| -29% | -$194K | 0.4% | 54 |
|
|
2016
Q4 | $641K | Sell |
9,579
-1,289
| -12% | -$86.3K | 0.49% | 50 |
|
|
2016
Q3 | $812K | Buy |
10,868
+346
| +3% | +$25.9K | 0.69% | 41 |
|
|
2016
Q2 | $802K | Buy |
10,522
+237
| +2% | +$18.1K | 0.72% | 40 |
|
|
2016
Q1 | $713K | Buy |
10,285
+265
| +3% | +$18.4K | 0.65% | 42 |
|
|
2015
Q4 | $682K | Buy |
+10,020
| New | +$682K | 0.61% | 41 |
|