IAG Wealth Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.1K | Hold |
300
| – | – | 0.01% | 203 |
|
|
2025
Q1 | $46K | Hold |
300
| – | – | 0.01% | 203 |
|
|
2024
Q4 | $37.8K | Hold |
300
| – | – | 0.01% | 215 |
|
|
2024
Q3 | $38.4K | Hold |
300
| – | – | 0.01% | 215 |
|
|
2024
Q2 | $31.3K | Sell |
300
-400
| -57% | -$41.7K | 0.01% | 219 |
|
|
2024
Q1 | $65.4K | Hold |
700
| – | – | 0.01% | 144 |
|
|
2023
Q4 | $63.1K | Hold |
700
| – | – | 0.01% | 139 |
|
|
2023
Q3 | $57.3K | Hold |
700
| – | – | 0.02% | 141 |
|
|
2023
Q2 | $56.6K | Hold |
700
| – | – | 0.02% | 153 |
|
|
2023
Q1 | $50.2K | Hold |
700
| – | – | 0.01% | 145 |
|
|
2022
Q4 | $45.9K | Hold |
700
| – | – | 0.01% | 145 |
|
|
2022
Q3 | $45K | Hold |
700
| – | – | 0.01% | 134 |
|
|
2022
Q2 | $58K | Hold |
700
| – | – | 0.02% | 117 |
|
|
2022
Q1 | $67K | Hold |
700
| – | – | 0.02% | 115 |
|
|
2021
Q4 | $60K | Hold |
700
| – | – | 0.02% | 122 |
|
|
2021
Q3 | $58K | Hold |
700
| – | – | 0.02% | 117 |
|
|
2021
Q2 | $59K | Buy |
700
+27
| +4% | +$2.28K | 0.02% | 111 |
|
|
2021
Q1 | $49K | Buy |
+673
| New | +$49K | 0.02% | 116 |
|