Horizon Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,643
| Closed | -$247K | – | 94 |
|
|
2024
Q1 | $247K | Buy |
2,643
+48
| +2% | +$4.49K | 0.06% | 65 |
|
|
2023
Q4 | $234K | Sell |
2,595
-2
| -0.1% | -$180 | 0.07% | 67 |
|
|
2023
Q3 | $213K | Buy |
2,597
+19
| +0.7% | +$1.56K | 0.09% | 69 |
|
|
2023
Q2 | $209K | Buy |
+2,578
| New | +$209K | 0.08% | 75 |
|
|
2022
Q3 | – | Sell |
-2,495
| Closed | -$205K | – | 109 |
|
|
2022
Q2 | $205K | Buy |
2,495
+17
| +0.7% | +$1.4K | 0.08% | 102 |
|
|
2022
Q1 | $238K | Buy |
2,478
+17
| +0.7% | +$1.63K | 0.07% | 99 |
|
|
2021
Q4 | $211K | Buy |
+2,461
| New | +$211K | 0.06% | 104 |
|