Householder Group Estate & Retirement Specialist’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-100
| Closed | -$10K | – | 1331 |
|
|
2024
Q2 | $10K | Sell |
100
-200
| -67% | -$20K | ﹤0.01% | 819 |
|
|
2024
Q1 | $28K | Sell |
300
-200
| -40% | -$18.7K | 0.01% | 587 |
|
|
2023
Q4 | $45K | Hold |
500
| – | – | 0.01% | 477 |
|
|
2023
Q3 | $41K | Buy |
+500
| New | +$41K | 0.01% | 491 |
|
|
2023
Q1 | $36K | Hold |
500
| – | – | 0.01% | 508 |
|
|
2022
Q4 | $32K | Hold |
500
| – | – | 0.05% | 141 |
|
|
2022
Q3 | $32K | Buy |
+500
| New | +$32K | 0.01% | 489 |
|