GYL Financial Synergies’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.39M | Sell |
18,699
-415
| -2% | -$53.1K | 0.18% | 110 |
|
|
2024
Q2 | $1.99M | Buy |
19,114
+524
| +3% | +$54.6K | 0.15% | 122 |
|
|
2024
Q1 | $1.74M | Sell |
18,590
-133
| -0.7% | -$12.4K | 0.14% | 136 |
|
|
2023
Q4 | $1.69M | Sell |
18,723
-666
| -3% | -$60.1K | 0.14% | 137 |
|
|
2023
Q3 | $1.59M | Buy |
19,389
+7
| +0% | +$573 | 0.15% | 127 |
|
|
2023
Q2 | $1.57M | Buy |
+19,382
| New | +$1.57M | 0.14% | 132 |
|