GTS Securities’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.23M | Buy |
7,971
+6,303
| +378% | +$969K | 0.05% | 290 |
|
2025
Q1 | $256K | Sell |
1,668
-2,365
| -59% | -$362K | 0.01% | 1033 |
|
2024
Q4 | $508K | Sell |
4,033
-4,867
| -55% | -$613K | 0.02% | 597 |
|
2024
Q3 | $1.14M | Buy |
+8,900
| New | +$1.14M | ﹤0.01% | 614 |
|
2024
Q2 | – | Sell |
-6,701
| Closed | -$626K | – | 2127 |
|
2024
Q1 | $626K | Sell |
6,701
-8,039
| -55% | -$751K | ﹤0.01% | 710 |
|
2023
Q4 | $1.33M | Buy |
14,740
+7,235
| +96% | +$652K | ﹤0.01% | 515 |
|
2023
Q3 | $615K | Buy |
7,505
+4,039
| +117% | +$331K | ﹤0.01% | 691 |
|
2023
Q2 | $280K | Buy |
+3,466
| New | +$280K | 0.01% | 924 |
|